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

SignalPoint 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 		$289K Sell
13,741
-50
-0.4% -$1.12K 0.07% 199
2024
Q3 		$317K Sell
13,791
-144
-1% -$3.15K 0.07% 203
2024
Q2 		$278K Hold
13,935
– – 0.07% 210
2024
Q1 		$283K Sell
13,935
-14
-0.1% -$281 0.08% 193
2023
Q4 		$288K Sell
13,949
-378
-3% -$7.03K 0.08% 182
2023
Q3 		$254K Sell
14,327
-51
-0.4% -$981 0.08% 187
2023
Q2 		$281K Sell
14,378
-290
-2% -$5.56K 0.09% 181
2023
Q1 		$286K Buy
14,668
+708
+5% +$14.2K 0.09% 181
2022
Q4 		$269K Hold
13,960
– – 0.09% 183
2022
Q3 		$260K Sell
13,960
-97
-0.7% -$2.1K 0.1% 180
2022
Q2 		$296K Sell
14,057
-67
-0.5% -$1.54K 0.11% 171
2022
Q1 		$352K Buy
14,124
+584
+4% +$14.1K 0.11% 164
2021
Q4 		$356K Sell
13,540
-26
-0.2% -$641 0.11% 165
2021
Q3 		$310K Sell
13,566
-264
-2% -$6.29K 0.1% 168
2021
Q2 		$317K Buy
13,830
+2,254
+19% +$50.1K 0.1% 171
2021
Q1 		$238K Buy
+11,576
New +$226K 0.08% 193
2020
Q1 		– Sell
-19,054
Closed -$438K – 193
2019
Q4 		$438K Buy
19,054
+3,822
+25% +$89K 0.18% 110
2019
Q3 		$359K Buy
+15,232
New +$349K 0.16% 137

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

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

SignalPoint Asset Management reduced its Schwab US REIT ETF (SCHH) stake by 0.36% in Q4 2024, selling an estimated $1.12K and leaving 13,741 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #199.

SignalPoint Asset Management first reported a position in SCHH in Q3 2019 and has held it in 18 quarters since. The position peaked at $438K in Q4 2019. 517 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • SignalPoint Asset Management held 13,741 shares of Schwab US REIT ETF worth $289K as of Q4 2024.
  • SignalPoint Asset Management sold 50 Schwab US REIT ETF shares in Q4 2024, an estimated $1.12K.
  • Schwab US REIT ETF made up 0.07% of SignalPoint Asset Management's portfolio in Q4 2024, its #199 holding.
  • SignalPoint Asset Management first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 18 quarters since.
  • SignalPoint Asset Management's Schwab US REIT ETF position peaked at $438K in Q4 2019.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.