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Lutz Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Lutz Financial Services’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
Q3 		– Sell
-14,776
Closed -$295K – 88
2024
Q2 		$295K Sell
14,776
-6,924
-32% -$135K 0.03% 79
2024
Q1 		$441K Sell
21,700
-1,068
-5% -$21.4K 0.04% 70
2023
Q4 		$472K Buy
22,768
+5,170
+29% +$96.1K 0.04% 67
2023
Q3 		$312K Sell
17,598
-3,362
-16% -$64.7K 0.03% 69
2023
Q2 		$409K Sell
20,960
-2,808
-12% -$53.8K 0.04% 64
2023
Q1 		$463K Sell
23,768
-11,598
-33% -$232K 0.05% 64
2022
Q4 		$682K Sell
35,366
-3,564
-9% -$68.6K 0.08% 57
2022
Q3 		$728K Sell
38,930
-124
-0.3% -$2.68K 0.1% 52
2022
Q2 		$824K Sell
39,054
-27,174
-41% -$625K 0.11% 50
2022
Q1 		$1.65M Sell
66,228
-226
-0.3% -$5.45K 0.2% 39
2021
Q4 		$1.75M Sell
66,454
-9,676
-13% -$238K 0.22% 40
2021
Q3 		$1.74M Sell
76,130
-12,752
-14% -$304K 0.23% 42
2021
Q2 		$2.04M Sell
88,882
-13,512
-13% -$300K 0.27% 42
2021
Q1 		$2.1M Buy
102,394
+3,080
+3% +$60.2K 0.31% 39
2020
Q4 		$1.89M Buy
99,314
+130
+0.1% +$2.4K 0.31% 38
2020
Q3 		$1.75M Sell
99,184
-242
-0.2% -$4.36K 0.34% 39
2020
Q2 		$1.75M Buy
99,426
+16,452
+20% +$286K 0.36% 40
2020
Q1 		$1.36M Buy
+82,974
New +$1.77M 0.3% 43

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lutz Financial Services's SCHH Position: Q3 2024 in Review

Lutz Financial Services sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 14,776 shares — an estimated $295K sold.

Lutz Financial Services first reported a position in SCHH in Q1 2020 and held it in 18 quarters. The position peaked at $2.1M in Q1 2021. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Lutz Financial Services reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Lutz Financial Services sold 14,776 Schwab US REIT ETF shares in Q3 2024, an estimated $295K.
  • Lutz Financial Services first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 18 quarters.
  • Lutz Financial Services's Schwab US REIT ETF position peaked at $2.1M in Q1 2021.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Lutz Financial Services's 13F filing for Q3 2024, filed 30 Oct 2024.