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Kathleen S. Wright Associates’s Schwab US REIT ETF SCHH Stock Holding History

Kathleen S. Wright Associates’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
2025
Q1 		– Sell
-105
Closed -$2.21K – 263
2024
Q4 		$2.21K Hold
105
– – ﹤0.01% 249
2024
Q3 		$2.43K Buy
+105
New +$2.3K ﹤0.01% 277

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
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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Kathleen S. Wright Associates's SCHH Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 105 shares — an estimated $2.21K sold.

Kathleen S. Wright Associates first reported a position in SCHH in Q3 2024 and held it in 2 quarters. The position peaked at $2.43K in Q3 2024. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 105 Schwab US REIT ETF shares in Q1 2025, an estimated $2.21K.
  • Kathleen S. Wright Associates first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Schwab US REIT ETF position peaked at $2.43K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.