HBW Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

HBW Advisory Services’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 Q4	–	Sell	-9,969	Closed	-$231K	–	404
2024 Q3	$231K	Buy	+9,969	New	+$218K	0.03%	324
2024 Q2	–	Sell	-16,777	Closed	-$347K	–	358
2024 Q1	$347K	Hold	16,777	–	–	0.06%	216
2023 Q4	$347K	Buy	+16,777	New	+$312K	0.06%	216
2022 Q1	–	Sell	-95,294	Closed	-$2.51M	–	264
2021 Q4	$2.51M	Buy	+95,294	New	+$2.35M	0.58%	54
2021 Q3	–	Sell	-51,642	Closed	-$1.18M	–	267
2021 Q2	$1.18M	Buy	+51,642	New	+$1.15M	0.31%	86
2019 Q4	–	Sell	-20,386	Closed	-$481K	–	147
2019 Q3	$481K	Buy	+20,386	New	+$468K	0.46%	52

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBW Advisory Services's SCHH Position: Q4 2024 in Review

HBW Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 9,969 shares — an estimated $231K sold.

HBW Advisory Services first reported a position in SCHH in Q3 2019 and held it in 6 quarters. The position peaked at $2.51M in Q4 2021. 517 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

HBW Advisory Services reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
HBW Advisory Services sold 9,969 Schwab US REIT ETF shares in Q4 2024, an estimated $231K.
HBW Advisory Services first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 6 quarters.
HBW Advisory Services's Schwab US REIT ETF position peaked at $2.51M in Q4 2021.
517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.