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Independent Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Independent Financial Group’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
-15,664
Closed -$363K – 1233
2024
Q3 		$363K Buy
+15,664
New +$343K 0.01% 792
2021
Q3 		– Sell
-22,350
Closed -$512K – 750
2021
Q2 		$512K Sell
22,350
-19,786
-47% -$440K 0.05% 362
2021
Q1 		$866K Buy
42,136
+1,828
+5% +$35.8K 0.11% 204
2020
Q4 		$765K Buy
40,308
+2,450
+6% +$45.3K 0.11% 207
2020
Q3 		$670K Buy
37,858
+1,400
+4% +$25.2K 0.13% 184
2020
Q2 		$642K Sell
36,458
-298
-0.8% -$5.17K 0.14% 170
2020
Q1 		$602K Buy
+36,756
New +$784K 0.18% 149

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

Independent Financial Group's SCHH Position: Q4 2024 in Review

Independent Financial Group sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 15,664 shares — an estimated $363K sold.

Independent Financial Group first reported a position in SCHH in Q1 2020 and held it in 7 quarters. The position peaked at $866K in Q1 2021. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Independent Financial Group reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 15,664 Schwab US REIT ETF shares in Q4 2024, an estimated $363K.
  • Independent Financial Group first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 7 quarters.
  • Independent Financial Group's Schwab US REIT ETF position peaked at $866K in Q1 2021.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.