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Level Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-120
Closed -$2.49K – 221
2023
Q4 		$2.49K Hold
120
– – ﹤0.01% 236
2023
Q3 		$2.13K Sell
120
-80
-40% -$1.54K ﹤0.01% 246
2023
Q2 		$3.91K Sell
200
-188
-48% -$3.6K ﹤0.01% 231
2023
Q1 		$7.57K Sell
388
-23
-6% -$461 ﹤0.01% 175
2022
Q4 		$8K Hold
411
– – 0.01% 176
2022
Q3 		$8K Sell
411
-432
-51% -$9.35K 0.01% 179
2022
Q2 		$18K Sell
843
-21
-2% -$483 0.01% 154
2022
Q1 		$22K Sell
864
-532
-38% -$12.8K 0.02% 122
2021
Q4 		$37K Buy
+1,396
New +$34.4K 0.03% 110

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Level Financial Advisors's SCHH Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 120 shares — an estimated $2.49K sold.

Level Financial Advisors first reported a position in SCHH in Q4 2021 and held it in 9 quarters. The position peaked at $37K in Q4 2021. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Level Financial Advisors reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 120 Schwab US REIT ETF shares in Q1 2024, an estimated $2.49K.
  • Level Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Schwab US REIT ETF position peaked at $37K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.