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Secure Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Secure Asset 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
Q4 		– Sell
-13,981
Closed -$324K – 343
2024
Q3 		$324K Buy
+13,981
New +$306K 0.05% 236
2024
Q1 		– Sell
-13,648
Closed -$283K – 245
2023
Q4 		$283K Buy
+13,648
New +$254K 0.08% 178

Other funds holding SCHH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Secure Asset Management's SCHH Position: Q4 2024 in Review

Secure Asset Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 13,981 shares — an estimated $324K sold.

Secure Asset Management first reported a position in SCHH in Q4 2023 and held it in 2 quarters. The position peaked at $324K in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Secure Asset Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Secure Asset Management sold 13,981 Schwab US REIT ETF shares in Q4 2024, an estimated $324K.
  • Secure Asset Management first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 2 quarters.
  • Secure Asset Management's Schwab US REIT ETF position peaked at $324K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.