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Strategic Financial Concepts’s Schwab US REIT ETF SCHH Stock Holding History

Strategic Financial Concepts’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
-33,581
Closed -$1.56K – 632
2024
Q2 		$1.56K Buy
+33,581
New +$655K ﹤0.01% 575
2023
Q4 		– Sell
-25,475
Closed -$452K – 239
2023
Q3 		$452K Sell
25,475
-1,501
-6% -$28.9K 0.15% 143
2023
Q2 		$527K Sell
26,976
-332
-1% -$6.37K 0.19% 118
2023
Q1 		$533K Buy
+27,308
New +$547K 0.21% 105

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $20.9B AUM 19.34% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Concepts's SCHH Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 33,581 shares — an estimated $1.56K sold.

Strategic Financial Concepts first reported a position in SCHH in Q1 2023 and held it in 4 quarters. The position peaked at $533K in Q1 2023. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 33,581 Schwab US REIT ETF shares in Q3 2024, an estimated $1.56K.
  • Strategic Financial Concepts first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 4 quarters.
  • Strategic Financial Concepts's Schwab US REIT ETF position peaked at $533K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.