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Macroview Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Macroview Investment Management’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
-10
Closed -$232 – 451
2024
Q3 		$232 Hold
10
– – ﹤0.01% 561
2024
Q2 		$200 Hold
10
– – ﹤0.01% 563
2024
Q1 		$203 Hold
10
– – ﹤0.01% 614
2023
Q4 		$208 Sell
10
-28
-74% -$520 ﹤0.01% 599
2023
Q3 		$675 Buy
38
+28
+280% +$539 ﹤0.01% 701
2023
Q2 		$196 Hold
10
– – ﹤0.01% 472
2023
Q1 		$195 Hold
10
– – ﹤0.01% 435
2022
Q4 		$193 Hold
10
– – ﹤0.01% 444
2022
Q3 		$0 Buy
+10
New +$216 ﹤0.01% 508

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 $18.1B AUM 15% 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

Macroview Investment Management's SCHH Position: Q4 2024 in Review

Macroview Investment Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 10 shares — an estimated $232 sold.

Macroview Investment Management first reported a position in SCHH in Q3 2022 and held it in 9 quarters. The position peaked at $675 in Q3 2023. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Macroview Investment Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 10 Schwab US REIT ETF shares in Q4 2024, an estimated $232.
  • Macroview Investment Management first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 9 quarters.
  • Macroview Investment Management's Schwab US REIT ETF position peaked at $675 in Q3 2023.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.