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Sculati Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Sculati Wealth 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
-19,205
Closed -$384K – 112
2024
Q2 		$384K Sell
19,205
-18,606
-49% -$363K 0.16% 83
2024
Q1 		$768K Sell
37,811
-3,840
-9% -$77K 0.33% 67
2023
Q4 		$863K Sell
41,651
-406
-1% -$7.54K 0.4% 63
2023
Q3 		$747K Sell
42,057
-1,351
-3% -$26K 0.38% 67
2023
Q2 		$848K Sell
43,408
-8,695
-17% -$167K 0.43% 64
2023
Q1 		$1.02M Sell
52,103
-2,332
-4% -$46.7K 0.54% 61
2022
Q4 		$1.05M Sell
54,435
-2,259
-4% -$43.5K 0.59% 61
2022
Q3 		$1.06M Sell
56,694
-2,069
-4% -$44.8K 0.63% 55
2022
Q2 		$1.24M Sell
58,763
-3,951
-6% -$90.9K 0.71% 53
2022
Q1 		$1.56M Sell
62,714
-2,454
-4% -$59.2K 0.76% 46
2021
Q4 		$1.72M Sell
65,168
-726
-1% -$17.9K 0.83% 38
2021
Q3 		$1.5M Sell
65,894
-1,416
-2% -$33.8K 0.8% 39
2021
Q2 		$1.54M Sell
67,310
-3,776
-5% -$83.9K 0.82% 40
2021
Q1 		$1.46M Sell
71,086
-4,534
-6% -$88.7K 0.84% 40
2020
Q4 		$1.44M Sell
75,620
-2,774
-4% -$51.3K 0.94% 37
2020
Q3 		$1.39M Sell
78,394
-1,766
-2% -$31.8K 1.04% 33
2020
Q2 		$1.41M Buy
80,160
+2,762
+4% +$48K 1.19% 29
2020
Q1 		$1.27M Buy
77,398
+672
+0.9% +$14.3K 1.39% 25
2019
Q4 		$1.76M Buy
+76,726
New +$1.79M 1.58% 14

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sculati Wealth Management's SCHH Position: Q3 2024 in Review

Sculati Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 19,205 shares — an estimated $384K sold.

Sculati Wealth Management first reported a position in SCHH in Q4 2019 and held it in 19 quarters. The position peaked at $1.76M in Q4 2019. 505 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Sculati Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Sculati Wealth Management sold 19,205 Schwab US REIT ETF shares in Q3 2024, an estimated $384K.
  • Sculati Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 19 quarters.
  • Sculati Wealth Management's Schwab US REIT ETF position peaked at $1.76M in Q4 2019.
  • 505 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Sculati Wealth Management's 13F filing for Q3 2024, filed 22 Nov 2024.