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

Sheets Smith 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
2023
Q4 		– Sell
-800
Closed -$14.2K – 463
2023
Q3 		$14.2K Buy
+800
New +$15.4K ﹤0.01% 441
2013
Q4 		– Sell
-51,582
Closed -$797K – 273
2013
Q3 		$797K Hold
51,582
– – 0.26% 103
2013
Q2 		$827K Buy
+51,582
New +$868K 0.28% 96

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Sheets Smith Wealth Management's SCHH Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 800 shares — an estimated $14.2K sold.

Sheets Smith Wealth Management first reported a position in SCHH in Q2 2013 and held it in 3 quarters. The position peaked at $827K in Q2 2013. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 800 Schwab US REIT ETF shares in Q4 2023, an estimated $14.2K.
  • Sheets Smith Wealth Management first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Schwab US REIT ETF position peaked at $827K in Q2 2013.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.