Millennium Management
SCHH icon

Millennium Management’s Schwab US REIT ETF SCHH Stock Holding History

Millennium 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
Q3 		– Sell
-26,514
Closed -$529K – 6429
2024
Q2 		$529K Sell
26,514
-17,267
-39% -$337K ﹤0.01% 4546
2024
Q1 		$889K Buy
43,781
+29,765
+212% +$597K ﹤0.01% 4402
2023
Q4 		$290K Buy
+14,016
New +$260K ﹤0.01% 4975
2023
Q2 		– Sell
-12,648
Closed -$247K – 6620
2023
Q1 		$247K Buy
+12,648
New +$253K ﹤0.01% 5048
2022
Q1 		– Sell
-23,368
Closed -$616K – 7415
2021
Q4 		$616K Buy
+23,368
New +$576K ﹤0.01% 4866
2019
Q2 		– Sell
-24,440
Closed -$543K – 4406
2019
Q1 		$543K Buy
+24,440
New +$519K ﹤0.01% 3216
2018
Q1 		– Sell
-14,390
Closed -$299K – 4028
2017
Q4 		$299K Buy
+14,390
New +$299K ﹤0.01% 3350
2016
Q3 		– Sell
-25,662
Closed -$557K – 3561
2016
Q2 		$557K Buy
25,662
+5,600
+28% +$116K ﹤0.01% 2438
2016
Q1 		$415K Buy
20,062
+420
+2% +$8.08K ﹤0.01% 2614
2015
Q4 		$389K Buy
19,642
+1,042
+6% +$20.4K ﹤0.01% 2784
2015
Q3 		$346K Buy
+18,600
New +$349K ﹤0.01% 2844

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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management's SCHH Position: Q3 2024 in Review

Millennium Management sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 26,514 shares — an estimated $529K sold.

Millennium Management first reported a position in SCHH in Q3 2015 and held it in 11 quarters. The position peaked at $889K in Q1 2024. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Millennium Management reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Millennium Management sold 26,514 Schwab US REIT ETF shares in Q3 2024, an estimated $529K.
  • Millennium Management first reported a position in Schwab US REIT ETF in Q3 2015 and held it in 11 quarters.
  • Millennium Management's Schwab US REIT ETF position peaked at $889K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.