SWM
SCHH icon

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

Sugarloaf 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
2024
Q4 		– Sell
-1,162
Closed -$26.9K – 710
2024
Q3 		$26.9K Hold
1,162
– – 0.01% 373
2024
Q2 		$23.2K Hold
1,162
– – ﹤0.01% 378
2024
Q1 		$23.6K Hold
1,162
– – ﹤0.01% 379
2023
Q4 		$24.1K Hold
1,162
– – 0.01% 371
2023
Q3 		$20.6K Hold
1,162
– – 0.01% 379
2023
Q2 		$22.7K Hold
1,162
– – 0.01% 372
2023
Q1 		$22.7K Hold
1,162
– – 0.01% 379
2022
Q4 		$22.4K Hold
1,162
– – 0.01% 393
2022
Q3 		$22K Hold
1,162
– – 0.01% 414
2022
Q2 		$25K Hold
1,162
– – 0.01% 384
2022
Q1 		$29K Hold
1,162
– – 0.01% 353
2021
Q4 		$31K Hold
1,162
– – 0.01% 364
2021
Q3 		$27K Hold
1,162
– – 0.01% 365
2021
Q2 		$27K Sell
1,162
-1,774
-60% -$39.4K 0.01% 370
2021
Q1 		$24 Buy
2,936
+1,774
+153% +$34.7K 0.01% 378
2020
Q4 		$22K Hold
1,162
– – 0.01% 366
2020
Q3 		$21K Hold
1,162
– – 0.01% 349
2020
Q2 		$19K Hold
1,162
– – 0.01% 360
2020
Q1 		$19K Hold
1,162
– – 0.01% 340
2019
Q4 		$27K Buy
+1,162
New +$27.1K 0.01% 331

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

Sugarloaf Wealth Management's SCHH Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 1,162 shares — an estimated $26.9K sold.

Sugarloaf Wealth Management first reported a position in SCHH in Q4 2019 and held it in 20 quarters. The position peaked at $31K in Q4 2021. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,162 Schwab US REIT ETF shares in Q4 2024, an estimated $26.9K.
  • Sugarloaf Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 20 quarters.
  • Sugarloaf Wealth Management's Schwab US REIT ETF position peaked at $31K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.