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Retirement Group’s Schwab US REIT ETF SCHH Stock Holding History

Retirement Group’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
Q1 		$732K Sell
36,062
-8,717
-19% -$175K 0.26% 54
2023
Q4 		$927K Sell
44,779
-1,696
-4% -$31.5K 0.37% 39
2023
Q3 		$825K Sell
46,475
-1,111
-2% -$21.4K 0.34% 43
2023
Q2 		$929K Buy
47,586
+1,114
+2% +$21.4K 0.39% 41
2023
Q1 		$906K Buy
46,472
+378
+0.8% +$7.57K 0.41% 40
2022
Q4 		$889K Buy
46,094
+9,604
+26% +$185K 0.43% 41
2022
Q3 		$682K Buy
36,490
+981
+3% +$21.2K 0.55% 30
2022
Q2 		$749K Buy
35,509
+17,067
+93% +$393K 0.31% 51
2022
Q1 		$459K Buy
18,442
+176
+1% +$4.25K 0.18% 64
2021
Q4 		$481K Buy
18,266
+6
+0% +$148 0.21% 67
2021
Q3 		$417K Buy
18,260
+406
+2% +$9.68K 0.19% 80
2021
Q2 		$409K Buy
17,854
+2,012
+13% +$44.7K 0.2% 72
2021
Q1 		$325K Buy
15,842
+1,374
+9% +$26.9K 0.15% 93
2020
Q4 		$274K Sell
14,468
-1,720
-11% -$31.8K 0.13% 103
2020
Q3 		$286K Sell
16,188
-4,080
-20% -$73.4K 0.16% 100
2020
Q2 		$357K Buy
+20,268
New +$352K 0.22% 77
2019
Q4 		$375K Buy
+16,330
New +$380K 0.24% 73

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $980M AUM 9.86% 1-Year Est. Return

Retirement Group's SCHH Position: Q1 2024 in Review

Retirement Group reduced its Schwab US REIT ETF (SCHH) stake by 19% in Q1 2024, selling an estimated $175K and leaving 36,062 shares worth $732K. The position accounts for 0.26% of the portfolio, ranked #54.

Retirement Group first reported a position in SCHH in Q4 2019 and has held it in 17 quarters since. The position peaked at $929K in Q2 2023. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Retirement Group held 36,062 shares of Schwab US REIT ETF worth $732K as of Q1 2024.
  • Retirement Group sold 8,717 Schwab US REIT ETF shares in Q1 2024, an estimated $175K.
  • Schwab US REIT ETF made up 0.26% of Retirement Group's portfolio in Q1 2024, its #54 holding.
  • Retirement Group first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Schwab US REIT ETF position peaked at $929K in Q2 2023.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.