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Lake Street Advisors Group’s Schwab US REIT ETF SCHH Stock Holding History

Lake Street Advisors 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 		– Sell
-35,669
Closed -$826K – 673
2024
Q3 		$826K Sell
35,669
-209,567
-85% -$4.59M 0.04% 244
2024
Q2 		$4.94M Sell
245,236
-451,674
-65% -$8.81M 0.24% 64
2024
Q1 		$14.1M Sell
696,910
-17,778
-2% -$356K 0.66% 30
2023
Q4 		$14.8M Sell
714,688
-359,923
-33% -$6.69M 0.74% 29
2023
Q3 		$19.1M Sell
1,074,611
-26,949
-2% -$519K 1.13% 23
2023
Q2 		$21.5M Buy
1,101,560
+403,198
+58% +$7.73M 1.19% 23
2023
Q1 		$13.6M Buy
698,362
+37,328
+6% +$748K 0.84% 26
2022
Q4 		$12.8M Buy
661,034
+106,686
+19% +$2.05M 0.84% 27
2022
Q3 		$10.4M Buy
554,348
+46,586
+9% +$1.01M 0.75% 28
2022
Q2 		$10.7M Buy
507,762
+41,522
+9% +$955K 0.76% 28
2022
Q1 		$11.6M Buy
466,240
+6,724
+1% +$162K 0.74% 28
2021
Q4 		$12.1M Sell
459,516
-7,574
-2% -$187K 0.76% 25
2021
Q3 		$10.7M Sell
467,090
-56,216
-11% -$1.34M 1.14% 20
2021
Q2 		$12.5M Sell
523,306
-7,092
-1% -$158K 0.92% 23
2021
Q1 		$10.9M Buy
530,398
+1,964
+0.4% +$38.4K 0.89% 29
2020
Q4 		$10M Sell
528,434
-5,670
-1% -$105K 0.83% 29
2020
Q3 		$9.45M Buy
534,104
+58,546
+12% +$1.05M 0.89% 27
2020
Q2 		$8.38M Buy
475,558
+139,054
+41% +$2.41M 0.85% 29
2020
Q1 		$5.51M Buy
+336,504
New +$7.18M 0.68% 31

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 $1.88B AUM 29.07% 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 $1.09B AUM 11.58% 1-Year Est. Return

Lake Street Advisors Group's SCHH Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 35,669 shares — an estimated $826K sold.

Lake Street Advisors Group first reported a position in SCHH in Q1 2020 and held it in 19 quarters. The position peaked at $21.5M in Q2 2023. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Lake Street Advisors Group reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 35,669 Schwab US REIT ETF shares in Q4 2024, an estimated $826K.
  • Lake Street Advisors Group first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 19 quarters.
  • Lake Street Advisors Group's Schwab US REIT ETF position peaked at $21.5M in Q2 2023.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.