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One Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

One Capital 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
-19,715
Closed -$394K – 393
2024
Q2 		$394K Buy
+19,715
New +$384K 0.01% 305
2019
Q4 		– Sell
-24,642
Closed -$581K – 171
2019
Q3 		$581K Buy
24,642
+4,220
+21% +$96.8K 0.1% 114
2019
Q2 		$454K Buy
20,422
+640
+3% +$14.3K 0.08% 123
2019
Q1 		$439K Sell
19,782
-750
-4% -$15.9K 0.08% 123
2018
Q4 		$395K Sell
20,532
-2,450
-11% -$50K 0.08% 123
2018
Q3 		$480K Buy
22,982
+830
+4% +$17.5K 0.09% 117
2018
Q2 		$463K Buy
22,152
+2,360
+12% +$46.7K 0.09% 116
2018
Q1 		$379K Buy
19,792
+2,400
+14% +$46.3K 0.07% 116
2017
Q4 		$362K Sell
17,392
-998
-5% -$20.7K 0.07% 116
2017
Q3 		$378K Buy
+18,390
New +$379K 0.08% 114
2015
Q3 		– Sell
-17,672
Closed -$321K – 158
2015
Q2 		$321K Buy
17,672
+1,384
+8% +$26.7K 0.09% 120
2015
Q1 		$330K Buy
16,288
+1,426
+10% +$29.1K 0.1% 119
2014
Q4 		$289K Buy
14,862
+2,086
+16% +$39.1K 0.11% 115
2014
Q3 		$218K Buy
12,776
+452
+4% +$8.05K 0.08% 128
2014
Q2 		$218K Buy
+12,324
New +$213K 0.09% 126

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

One Capital Management's SCHH Position: Q3 2024 in Review

One Capital Management sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 19,715 shares — an estimated $394K sold.

One Capital Management first reported a position in SCHH in Q2 2014 and held it in 15 quarters. The position peaked at $581K in Q3 2019. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • One Capital Management reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • One Capital Management sold 19,715 Schwab US REIT ETF shares in Q3 2024, an estimated $394K.
  • One Capital Management first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 15 quarters.
  • One Capital Management's Schwab US REIT ETF position peaked at $581K in Q3 2019.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on One Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.