Private Capital Management (Colorado)’s Schwab US REIT ETF SCHH Stock Holding History

Private Capital Management (Colorado)’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	$2.11K	Sell	100 -90	-47%	-$2.01K	﹤0.01%	208
2024 Q3	$4.4K	Buy	190 +70	+58%	+$1.53K	﹤0.01%	277
2024 Q2	$2.4K	Hold	120	–	–	﹤0.01%	236
2024 Q1	$2.44K	Buy	120 +30	+33%	+$601	﹤0.01%	247
2023 Q4	$1.86K	Sell	90 -190	-68%	-$3.53K	﹤0.01%	213
2023 Q3	$4.97K	Sell	280 -892	-76%	-$17.2K	﹤0.01%	216
2023 Q2	$22.9K	Hold	1,172	–	–	0.01%	180
2023 Q1	$22.9K	Buy	+1,172	New	+$23.5K	0.01%	186

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Private Capital Management (Colorado)'s SCHH Position: Q4 2024 in Review

Private Capital Management (Colorado) reduced its Schwab US REIT ETF (SCHH) stake by 47% in Q4 2024, selling an estimated $2.01K and leaving 100 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Private Capital Management (Colorado) first reported a position in SCHH in Q1 2023 and has held it in 8 quarters since. The position peaked at $22.9K in Q2 2023. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

Private Capital Management (Colorado) held 100 shares of Schwab US REIT ETF worth $2.11K as of Q4 2024.
Private Capital Management (Colorado) sold 90 Schwab US REIT ETF shares in Q4 2024, an estimated $2.01K.
Schwab US REIT ETF made up ﹤0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #208 holding.
Private Capital Management (Colorado) first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 8 quarters since.
Private Capital Management (Colorado)'s Schwab US REIT ETF position peaked at $22.9K in Q2 2023.
516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.