IC
SCHH icon

Innealta Capital’s Schwab US REIT ETF SCHH Stock Holding History

Innealta Capital’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
Q3 		– Sell
-800
Closed -$16K – 1390
2024
Q2 		$16K Buy
+800
New +$15.6K 0.01% 730

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Innealta Capital's SCHH Position: Q3 2024 in Review

Innealta Capital sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 800 shares — an estimated $16K sold.

Innealta Capital first reported a position in SCHH in Q2 2024 and held it in 1 quarter. The position peaked at $16K in Q2 2024. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Innealta Capital reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 800 Schwab US REIT ETF shares in Q3 2024, an estimated $16K.
  • Innealta Capital first reported a position in Schwab US REIT ETF in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Schwab US REIT ETF position peaked at $16K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.