HAS
SCHH icon

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 0.59% 54
2021
Q3 		– Sell
-51,642
Closed -$1.18M – 268
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return