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Private Ocean’s Schwab US REIT ETF SCHH Stock Holding History

Private Ocean’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
Q2 		$13.3K Buy
665
+58
+10% +$1.13K ﹤0.01% 360
2024
Q1 		$12.3K Sell
607
-54
-8% -$1.08K ﹤0.01% 346
2023
Q4 		$13.7K Sell
661
-76
-10% -$1.41K ﹤0.01% 338
2023
Q3 		$13.1K Sell
737
-209
-22% -$4.02K ﹤0.01% 342
2023
Q2 		$18.5K Buy
946
+748
+378% +$14.3K ﹤0.01% 345
2023
Q1 		$3.86K Sell
198
-361
-65% -$7.23K ﹤0.01% 484
2022
Q4 		$10.8K Buy
559
+141
+34% +$2.71K ﹤0.01% 366
2022
Q3 		$7K Sell
418
-1
-0.2% -$22 ﹤0.01% 411
2022
Q2 		$8K Hold
419
– – ﹤0.01% 374
2022
Q1 		$10K Buy
419
+1
+0.2% +$24 ﹤0.01% 404
2021
Q4 		$11K Sell
418
-2
-0.5% -$49 ﹤0.01% 416
2021
Q3 		$10K Buy
420
+2
+0.5% +$48 ﹤0.01% 426
2021
Q2 		$10K Buy
418
+4
+1% +$89 ﹤0.01% 410
2021
Q1 		$9K Hold
414
– – ﹤0.01% 445
2020
Q4 		$8K Buy
414
+6
+1% +$111 ﹤0.01% 402
2020
Q3 		$7K Buy
408
+2
+0.5% +$36 ﹤0.01% 409
2020
Q2 		$7K Sell
406
-1,716
-81% -$29.8K ﹤0.01% 385
2020
Q1 		$34K Hold
2,122
– – 0.01% 256
2019
Q4 		$49K Buy
2,122
+8
+0.4% +$186 0.01% 244
2019
Q3 		$50K Buy
2,114
+198
+10% +$4.54K 0.01% 225
2019
Q2 		$42K Sell
1,916
-514
-21% -$11.5K 0.01% 230
2019
Q1 		$54K Buy
2,430
+6
+0.2% +$127 0.01% 193
2018
Q4 		$47K Sell
2,424
-1,114
-31% -$22.7K 0.01% 170
2018
Q3 		$74K Buy
3,538
+338
+11% +$7.14K 0.03% 125
2018
Q2 		$67K Buy
3,200
+414
+15% +$8.19K 0.03% 134
2018
Q1 		$53K Buy
2,786
+16
+0.6% +$308 0.03% 168
2017
Q4 		$58K Buy
2,770
+698
+34% +$14.5K 0.03% 118
2017
Q3 		$43K Buy
2,072
+12
+0.6% +$247 0.03% 97
2017
Q2 		$42K Buy
2,060
+12
+0.6% +$247 0.03% 97
2017
Q1 		$42K Buy
2,048
+6
+0.3% +$123 0.03% 97
2016
Q4 		$42K Buy
2,042
+206
+11% +$4.13K 0.03% 105
2016
Q3 		$39K Sell
1,836
-258
-12% -$5.66K 0.03% 114
2016
Q2 		$46K Sell
2,094
-518
-20% -$10.7K 0.03% 104
2016
Q1 		$54K Sell
2,612
-106
-4% -$2.04K 0.04% 94
2015
Q4 		$54K Buy
2,718
+190
+8% +$3.71K 0.04% 96
2015
Q3 		$47K Buy
2,528
+18
+0.7% +$338 0.03% 102
2015
Q2 		$46K Buy
2,510
+548
+28% +$10.6K 0.03% 80
2015
Q1 		$40K Hold
1,962
– – 0.03% 80
2014
Q4 		$38K Buy
1,962
+10
+0.5% +$187 0.03% 92
2014
Q3 		$33K Buy
1,952
+52
+3% +$927 0.02% 117
2014
Q2 		$34K Buy
1,900
+1,242
+189% +$21.5K 0.03% 120
2014
Q1 		$11K Buy
658
+646
+5,383% +$10.4K 0.01% 155
2013
Q4 		$0 Buy
+12
New +$187 ﹤0.01% 218

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Private Ocean's SCHH Position: Q2 2024 in Review

Private Ocean increased its Schwab US REIT ETF (SCHH) stake by 9.6% in Q2 2024, buying an estimated $1.13K and bringing the position to 665 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Private Ocean first reported a position in SCHH in Q4 2013 and has held it in 43 quarters since. The position peaked at $74K in Q3 2018. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Private Ocean held 665 shares of Schwab US REIT ETF worth $13.3K as of Q2 2024.
  • Private Ocean bought 58 Schwab US REIT ETF shares in Q2 2024, an estimated $1.13K.
  • Schwab US REIT ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #360 holding.
  • Private Ocean first reported a position in Schwab US REIT ETF in Q4 2013 and has held it in 43 quarters since.
  • Private Ocean's Schwab US REIT ETF position peaked at $74K in Q3 2018.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.