GYL Financial Synergies’s Schwab US REIT ETF SCHH Stock Holding History

GYL Financial Synergies’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.25M	Buy	96,924 +190	+0.2%	+$4.16K	0.17%	117
2024 Q2	$1.93M	Sell	96,734 -13,912	-13%	-$271K	0.15%	125
2024 Q1	$2.25M	Sell	110,646 -10,055	-8%	-$202K	0.18%	113
2023 Q4	$2.5M	Buy	120,701 +15,951	+15%	+$296K	0.21%	103
2023 Q3	$1.86M	Buy	104,750 +46,743	+81%	+$899K	0.18%	118
2023 Q2	$1.13M	Sell	58,007 -9,753	-14%	-$187K	0.1%	168
2023 Q1	$1.32M	Sell	67,760 -298,287	-81%	-$5.97M	0.16%	102
2022 Q4	$7.06M	Buy	366,047 +341,677	+1,402%	+$6.58M	1.53%	20
2022 Q3	$455K	Buy	24,370 +12,129	+99%	+$262K	0.12%	111
2022 Q2	$258K	Buy	+12,241	New	+$282K	0.07%	161

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GYL Financial Synergies's SCHH Position: Q3 2024 in Review

GYL Financial Synergies increased its Schwab US REIT ETF (SCHH) stake by 0.2% in Q3 2024, buying an estimated $4.16K and bringing the position to 96,924 shares worth $2.25M. The position accounts for 0.17% of the portfolio, ranked #117.

GYL Financial Synergies first reported a position in SCHH in Q2 2022 and has held it in 10 quarters since. The position peaked at $7.06M in Q4 2022. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

GYL Financial Synergies held 96,924 shares of Schwab US REIT ETF worth $2.25M as of Q3 2024.
GYL Financial Synergies bought 190 Schwab US REIT ETF shares in Q3 2024, an estimated $4.16K.
Schwab US REIT ETF made up 0.17% of GYL Financial Synergies's portfolio in Q3 2024, its #117 holding.
GYL Financial Synergies first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 10 quarters since.
GYL Financial Synergies's Schwab US REIT ETF position peaked at $7.06M in Q4 2022.
506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.