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IHT Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

IHT Wealth Management’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
-12,645
Closed -$292K – 1186
2024
Q3 		$292K Buy
+12,645
New +$277K 0.01% 918
2018
Q2 		– Sell
-96
Closed -$2K – 1174
2018
Q1 		$2K Hold
96
– – ﹤0.01% 1522
2017
Q4 		$2K Hold
96
– – ﹤0.01% 1512
2017
Q3 		$2K Sell
96
-2,002
-95% -$41.2K ﹤0.01% 1233
2017
Q2 		$13 Hold
2,098
– – 0.01% 896
2017
Q1 		$65K Buy
2,098
+1,992
+1,879% +$40.8K 0.04% 366
2016
Q4 		$2K Buy
+106
New +$2.13K ﹤0.01% 1052

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 $70.8B 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 $980M AUM 9.86% 1-Year Est. Return

IHT Wealth Management's SCHH Position: Q4 2024 in Review

IHT Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 12,645 shares — an estimated $292K sold.

IHT Wealth Management first reported a position in SCHH in Q4 2016 and held it in 7 quarters. The position peaked at $292K in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • IHT Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 12,645 Schwab US REIT ETF shares in Q4 2024, an estimated $292K.
  • IHT Wealth Management first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's Schwab US REIT ETF position peaked at $292K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.