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Marquette Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Marquette Asset 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
-262
Closed -$6.07K – 210
2024
Q3 		$6.07K Buy
+262
New +$5.73K ﹤0.01% 215
2020
Q2 		– Sell
-36,078
Closed -$591K – 254
2020
Q1 		$591K Sell
36,078
-8,144
-18% -$174K 0.24% 36
2019
Q4 		$1.02M Hold
44,222
– – 0.33% 35
2019
Q3 		$1.04M Hold
44,222
– – 0.35% 35
2019
Q2 		$983K Buy
44,222
+226
+0.5% +$5.04K 0.33% 34
2019
Q1 		$977K Sell
43,996
-5,850
-12% -$124K 0.33% 34
2018
Q4 		$960K Sell
49,846
-15,164
-23% -$310K 0.37% 34
2018
Q3 		$1.36M Sell
65,010
-15,072
-19% -$319K 0.43% 29
2018
Q2 		$1.67M Sell
80,082
-4
-0% -$79 0.56% 26
2018
Q1 		$1.53M Buy
80,086
+54
+0.1% +$1.04K 0.56% 27
2017
Q4 		$1.67M Sell
80,032
-2,944
-4% -$61.2K 0.62% 26
2017
Q3 		$1.71M Buy
82,976
+84
+0.1% +$1.73K 0.65% 24
2017
Q2 		$1.71M Sell
82,892
-2,612
-3% -$53.7K 0.71% 22
2017
Q1 		$1.74M Buy
85,504
+424
+0.5% +$8.68K 0.71% 27
2016
Q4 		$1.75M Sell
85,080
-3,178
-4% -$63.8K 0.75% 26
2016
Q3 		$1.88M Sell
88,258
-7,408
-8% -$162K 0.83% 25
2016
Q2 		$2.08M Sell
95,666
-1,240
-1% -$25.6K 0.9% 22
2016
Q1 		$2.01M Sell
96,906
-5,014
-5% -$96.4K 0.89% 23
2015
Q4 		$2.02M Buy
101,920
+68
+0.1% +$1.33K 0.82% 23
2015
Q3 		$1.89M Buy
101,852
+5,244
+5% +$98.3K 0.85% 24
2015
Q2 		$1.75M Buy
96,608
+648
+0.7% +$12.5K 0.71% 33
2015
Q1 		$1.95M Buy
95,960
+30,774
+47% +$628K 0.78% 30
2014
Q4 		$1.27M Buy
65,186
+1,216
+2% +$22.8K 0.51% 37
2014
Q3 		$1.09M Sell
63,970
-2,164
-3% -$38.6K 0.46% 38
2014
Q2 		$1.17M Buy
66,134
+104
+0.2% +$1.8K 0.48% 33
2014
Q1 		$1.09M Buy
66,030
+3,286
+5% +$52.7K 0.46% 34
2013
Q4 		$949K Buy
+62,744
New +$978K 0.4% 32

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 $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 $980M AUM 9.86% 1-Year Est. Return

Marquette Asset Management's SCHH Position: Q4 2024 in Review

Marquette Asset Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 262 shares — an estimated $6.07K sold.

Marquette Asset Management first reported a position in SCHH in Q4 2013 and held it in 27 quarters. The position peaked at $2.08M in Q2 2016. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Marquette Asset Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Marquette Asset Management sold 262 Schwab US REIT ETF shares in Q4 2024, an estimated $6.07K.
  • Marquette Asset Management first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 27 quarters.
  • Marquette Asset Management's Schwab US REIT ETF position peaked at $2.08M in Q2 2016.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Marquette Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.