TI
SCHH icon

Trexquant Investment’s Schwab US REIT ETF SCHH Stock Holding History

Trexquant Investment’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
Q1 		– Sell
-12,139
Closed -$251K – 1746
2023
Q4 		$251K Buy
+12,139
New +$226K 0.01% 1286
2020
Q4 		– Sell
-18,270
Closed -$323K – 1433
2020
Q3 		$323K Sell
18,270
-78,626
-81% -$1.41M 0.02% 892
2020
Q2 		$1.71M Buy
+96,896
New +$1.68M 0.12% 237

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Trexquant Investment's SCHH Position: Q1 2024 in Review

Trexquant Investment sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 12,139 shares — an estimated $251K sold.

Trexquant Investment first reported a position in SCHH in Q2 2020 and held it in 3 quarters. The position peaked at $1.71M in Q2 2020. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Trexquant Investment reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Trexquant Investment sold 12,139 Schwab US REIT ETF shares in Q1 2024, an estimated $251K.
  • Trexquant Investment first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 3 quarters.
  • Trexquant Investment's Schwab US REIT ETF position peaked at $1.71M in Q2 2020.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Trexquant Investment's 13F filing for Q1 2024, filed 14 May 2024.