Jim Simons
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Jim Simons’s Schwab US REIT ETF SCHH Stock Holding History

Jim Simons’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
Q2 		– Sell
-60,000
Closed -$1.22M – 3905
2024
Q1 		$1.22M Buy
+60,000
New +$1.2M ﹤0.01% 2361
2023
Q3 		– Sell
-29,100
Closed -$568K – 4047
2023
Q2 		$568K Buy
+29,100
New +$558K ﹤0.01% 2805
2023
Q1 		– Sell
-34,000
Closed -$656K – 4331
2022
Q4 		$656K Sell
34,000
-152,000
-82% -$2.93M ﹤0.01% 2779
2022
Q3 		$3.48M Buy
186,000
+140,800
+312% +$3.05M ﹤0.01% 1662
2022
Q2 		$953K Buy
+45,200
New +$1.04M ﹤0.01% 2756
2022
Q1 		– Sell
-25,800
Closed -$680K – 4411
2021
Q4 		$680K Buy
+25,800
New +$636K ﹤0.01% 2924
2021
Q1 		– Sell
-19,400
Closed -$368K – 3650
2020
Q4 		$368K Buy
+19,400
New +$359K ﹤0.01% 2956
2020
Q2 		– Sell
-14,600
Closed -$239K – 3726
2020
Q1 		$239K Buy
14,600
+5,200
+55% +$111K ﹤0.01% 3051
2019
Q4 		$216K Buy
+9,400
New +$219K ﹤0.01% 3177
2019
Q1 		– Sell
-56,200
Closed -$1.08M – 3670
2018
Q4 		$1.08M Buy
56,200
+37,600
+202% +$768K ﹤0.01% 2532
2018
Q3 		$388K Buy
+18,600
New +$393K ﹤0.01% 2934
2018
Q2 		– Sell
-33,200
Closed -$635K – 3492
2018
Q1 		$635K Buy
33,200
+17,400
+110% +$335K ﹤0.01% 2828
2017
Q4 		$329K Buy
+15,800
New +$328K ﹤0.01% 2999

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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 $6.73T AUM 46.02% 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 $1.09B AUM 11.58% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Jim Simons's SCHH Position: Q2 2024 in Review

Jim Simons sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 60,000 shares — an estimated $1.22M sold.

Jim Simons first reported a position in SCHH in Q4 2017 and held it in 13 quarters. The position peaked at $3.48M in Q3 2022. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Jim Simons reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Jim Simons sold 60,000 Schwab US REIT ETF shares in Q2 2024, an estimated $1.22M.
  • Jim Simons first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 13 quarters.
  • Jim Simons's Schwab US REIT ETF position peaked at $3.48M in Q3 2022.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.