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Kiely Wealth Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Kiely Wealth Advisory 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 		$1.93K Hold
90
– – ﹤0.01% 293
2024
Q3 		$2.01K Hold
90
– – ﹤0.01% 292
2024
Q2 		$1.94K Hold
90
– – ﹤0.01% 280
2024
Q1 		$1.71K Hold
90
– – ﹤0.01% 256
2023
Q4 		$1.8K Buy
+90
New +$1.67K ﹤0.01% 248

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 $20.9B AUM 19.34% 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

Kiely Wealth Advisory Group's SCHH Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Schwab US REIT ETF (SCHH) position steady in Q4 2024 at 90 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Kiely Wealth Advisory Group first reported a position in SCHH in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.01K in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Kiely Wealth Advisory Group held 90 shares of Schwab US REIT ETF worth $1.93K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Schwab US REIT ETF share count unchanged in Q4 2024.
  • Schwab US REIT ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #293 holding.
  • Kiely Wealth Advisory Group first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Schwab US REIT ETF position peaked at $2.01K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.