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Sage Mountain Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Sage Mountain Advisors’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 		– Sell
-23
Closed -$476 – 420
2023
Q4 		$476 Hold
23
– – ﹤0.01% 352
2023
Q3 		$408 Hold
23
– – ﹤0.01% 360
2023
Q2 		$449 Buy
+23
New +$441 ﹤0.01% 353
2022
Q1 		– Sell
-42
Closed -$1K – 691
2021
Q4 		$1K Buy
+42
New +$1.03K ﹤0.01% 689

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 $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

Sage Mountain Advisors's SCHH Position: Q1 2024 in Review

Sage Mountain Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 23 shares — an estimated $476 sold.

Sage Mountain Advisors first reported a position in SCHH in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Sage Mountain Advisors reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 23 Schwab US REIT ETF shares in Q1 2024, an estimated $476.
  • Sage Mountain Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's Schwab US REIT ETF position peaked at $1K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.