HL
SCHH icon

HeadInvest LLC’s Schwab US REIT ETF SCHH Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-503
Closed -$8.76K – 599
2023
Q3 		$8.76K Buy
+503
New +$9.68K ﹤0.01% 569

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HeadInvest LLC's SCHH Position: Q4 2023 in Review

HeadInvest LLC sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 503 shares — an estimated $8.76K sold.

HeadInvest LLC first reported a position in SCHH in Q3 2023 and held it in 1 quarter. The position peaked at $8.76K in Q3 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • HeadInvest LLC reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 503 Schwab US REIT ETF shares in Q4 2023, an estimated $8.76K.
  • HeadInvest LLC first reported a position in Schwab US REIT ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Schwab US REIT ETF position peaked at $8.76K in Q3 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.