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Householder Group Estate & Retirement Specialist’s Schwab US REIT ETF SCHH Stock Holding History

Householder Group Estate & Retirement Specialist’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
-26
Closed – – 1080
2024
Q3 		$0 Buy
+26
New +$569 ﹤0.01% 1302
2024
Q2 		– Sell
-26
Closed -$528 – 1317
2024
Q1 		$528 Hold
26
– – ﹤0.01% 1156
2023
Q4 		$0 Hold
26
– – ﹤0.01% 1305
2023
Q3 		$462 Buy
+26
New +$500 ﹤0.01% 1194
2023
Q1 		$1K Buy
+37
New +$741 ﹤0.01% 1177

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 $1.88B AUM 29.07% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCHH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 26 shares.

Householder Group Estate & Retirement Specialist first reported a position in SCHH in Q1 2023 and held it in 5 quarters. The position peaked at $1K in Q1 2023. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 26 Schwab US REIT ETF shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab US REIT ETF position peaked at $1K in Q1 2023.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.