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Northwest Investment Counselors’s Schwab US REIT ETF SCHH Stock Holding History

Northwest Investment Counselors’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 		$9.51K Buy
+410
New +$8.97K ﹤0.01% 433
2023
Q2 		– Sell
-3,145
Closed -$61.3K – 580
2023
Q1 		$61.3K Sell
3,145
-989
-24% -$19.8K 0.02% 226
2022
Q4 		$79.7K Buy
4,134
+15
+0.4% +$289 0.02% 200
2022
Q3 		$77K Buy
4,119
+14
+0.3% +$303 0.03% 180
2022
Q2 		$87K Sell
4,105
-638
-13% -$14.7K 0.03% 168
2022
Q1 		$118K Sell
4,743
-1
-0% -$24 0.03% 166
2021
Q4 		$125K Buy
+4,744
New +$117K 0.03% 166
2021
Q2 		– Sell
-4,246
Closed -$87K – 374
2021
Q1 		$87K Buy
+4,246
New +$83K 0.02% 179
2020
Q4 		– Sell
-3,222
Closed -$57K – 373
2020
Q3 		$57K Buy
+3,222
New +$58K 0.02% 175
2019
Q4 		– Sell
-2,510
Closed -$59K – 429
2019
Q3 		$59K Buy
+2,510
New +$57.6K 0.02% 205
2017
Q4 		– Sell
-2,230
Closed -$46K – 272
2017
Q3 		$46K Hold
2,230
– – 0.02% 186
2017
Q2 		$46K Buy
+2,230
New +$45.8K 0.02% 175

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 $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Investment Counselors's SCHH Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Schwab US REIT ETF (SCHH) in Q3 2024: 410 shares worth $9.51K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SCHH as recently as Q1 2023.

Northwest Investment Counselors first reported a position in SCHH in Q2 2017 and has held it in 12 quarters since. The position peaked at $125K in Q4 2021. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Northwest Investment Counselors held 410 shares of Schwab US REIT ETF worth $9.51K as of Q3 2024.
  • Schwab US REIT ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Schwab US REIT ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #433 holding.
  • Northwest Investment Counselors first reported a position in Schwab US REIT ETF in Q2 2017 and has held it in 12 quarters since.
  • Northwest Investment Counselors's Schwab US REIT ETF position peaked at $125K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.