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

McClarren 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	-2,998	Closed	-$62K	–	412
2023 Q4	$62K	Buy	2,998 +35	+1%	+$650	0.05%	139
2023 Q3	$52K	Buy	2,963 +23	+0.8%	+$443	0.05%	142
2023 Q2	$57K	Buy	2,940 +31	+1%	+$594	0.05%	144
2023 Q1	$54K	Buy	2,909 +468	+19%	+$9.37K	0.05%	135
2022 Q4	$47K	Buy	2,441 +20	+0.8%	+$385	0.04%	154
2022 Q3	$45K	Buy	+2,421	New	+$52.4K	0.04%	136
2022 Q2	–	Sell	-2,387	Closed	-$59K	–	219
2022 Q1	$59K	Buy	2,387 +1	+0%	+$24	0.04%	114
2021 Q4	$63K	Buy	2,386 +18	+0.8%	+$444	0.04%	124
2021 Q3	$54K	Buy	2,368 +142	+6%	+$3.39K	0.04%	111
2021 Q2	$50K	Buy	2,226 +8	+0.4%	+$178	0.04%	114
2021 Q1	$46K	Buy	2,218 +4	+0.2%	+$78	0.04%	114
2020 Q4	$42K	Buy	+2,214	New	+$41K	0.04%	107

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

McClarren Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 2,998 shares — an estimated $62K sold.

McClarren Financial Advisors first reported a position in SCHH in Q4 2020 and held it in 12 quarters. The position peaked at $63K in Q4 2021. 497 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

McClarren Financial Advisors reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 2,998 Schwab US REIT ETF shares in Q1 2024, an estimated $62K.
McClarren Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 12 quarters.
McClarren Financial Advisors's Schwab US REIT ETF position peaked at $63K in Q4 2021.
497 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.