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Lee, Danner & Bass’s Schwab US REIT ETF SCHH Stock Holding History

Lee, Danner & Bass’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
-824
Closed -$17.4K – 619
2024
Q4 		$17.4K Buy
+824
New +$18.4K ﹤0.01% 482

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 $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Lee, Danner & Bass's SCHH Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 824 shares — an estimated $17.4K sold.

Lee, Danner & Bass first reported a position in SCHH in Q4 2024 and held it in 1 quarter. The position peaked at $17.4K in Q4 2024. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 824 Schwab US REIT ETF shares in Q1 2025, an estimated $17.4K.
  • Lee, Danner & Bass first reported a position in Schwab US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab US REIT ETF position peaked at $17.4K in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.