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Shearwater Capital’s Schwab US REIT ETF SCHH Stock Holding History

Shearwater Capital’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
-8,698
Closed -$202K – 47
2024
Q3 		$202K Buy
+8,698
New +$190K 0.14% 47
2022
Q3 		– Sell
-1,498
Closed -$211K – 36
2022
Q2 		$211K Sell
1,498
-14
-0.9% -$322 0.23% 34
2022
Q1 		$248K Sell
1,512
-482
-24% -$11.6K 0.23% 37
2021
Q4 		$288K Buy
+1,994
New +$49.1K 0.25% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Shearwater Capital's SCHH Position: Q4 2024 in Review

Shearwater Capital sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 8,698 shares — an estimated $202K sold.

Shearwater Capital first reported a position in SCHH in Q4 2021 and held it in 4 quarters. The position peaked at $288K in Q4 2021. 517 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Shearwater Capital reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Shearwater Capital sold 8,698 Schwab US REIT ETF shares in Q4 2024, an estimated $202K.
  • Shearwater Capital first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 4 quarters.
  • Shearwater Capital's Schwab US REIT ETF position peaked at $288K in Q4 2021.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Shearwater Capital's 13F filing for Q4 2024, filed 8 Jan 2025.