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Highland Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Highland Financial Advisors’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
Q1 		– Sell
-12,742
Closed -$264K – 57
2023
Q4 		$264K Buy
+12,742
New +$237K 0.11% 41
2022
Q4 		– Sell
-13,994
Closed -$262K – 58
2022
Q3 		$262K Buy
13,994
+1,654
+13% +$35.8K 0.18% 52
2022
Q2 		$260K Buy
+12,340
New +$284K 0.18% 46

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Highland Financial Advisors's SCHH Position: Q1 2024 in Review

Highland Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 12,742 shares — an estimated $264K sold.

Highland Financial Advisors first reported a position in SCHH in Q2 2022 and held it in 3 quarters. The position peaked at $264K in Q4 2023. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Highland Financial Advisors reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Highland Financial Advisors sold 12,742 Schwab US REIT ETF shares in Q1 2024, an estimated $264K.
  • Highland Financial Advisors first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 3 quarters.
  • Highland Financial Advisors's Schwab US REIT ETF position peaked at $264K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Highland Financial Advisors's 13F filing for Q1 2024, filed 6 May 2024.