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

Jamison Private 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
-1,376
Closed -$31.9K – 419
2024
Q3 		$31.9K Buy
1,376
+105
+8% +$2.3K ﹤0.01% 271
2024
Q2 		$25.4K Buy
1,271
+439
+53% +$8.56K ﹤0.01% 282
2024
Q1 		$16.9K Buy
832
+126
+18% +$2.53K ﹤0.01% 303
2023
Q4 		$14.6K Buy
706
+185
+36% +$3.44K ﹤0.01% 289
2023
Q3 		$9.26K Buy
+521
New +$10K ﹤0.01% 298

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

Jamison Private Wealth Management's SCHH Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 1,376 shares — an estimated $31.9K sold.

Jamison Private Wealth Management first reported a position in SCHH in Q3 2023 and held it in 5 quarters. The position peaked at $31.9K in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,376 Schwab US REIT ETF shares in Q4 2024, an estimated $31.9K.
  • Jamison Private Wealth Management first reported a position in Schwab US REIT ETF in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Schwab US REIT ETF position peaked at $31.9K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.