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Truepoint Inc’s Schwab US REIT ETF SCHH Stock Holding History

Truepoint Inc’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
-9,525
Closed -$221K – 135
2024
Q3 		$221K Buy
+9,525
New +$208K 0.01% 119
2024
Q2 		– Sell
-20,931
Closed -$425K – 124
2024
Q1 		$425K Sell
20,931
-201
-1% -$4.03K 0.01% 94
2023
Q4 		$438K Hold
21,132
– – 0.01% 134
2023
Q3 		$375K Sell
21,132
-4,070
-16% -$78.3K 0.01% 135
2023
Q2 		$492K Sell
25,202
-27,812
-52% -$533K 0.02% 101
2023
Q1 		$1.03M Sell
53,014
-89,223
-63% -$1.79M 0.04% 67
2022
Q4 		$2.74M Buy
142,237
+85,949
+153% +$1.65M 0.1% 42
2022
Q3 		$1.05M Buy
56,288
+2,316
+4% +$50.1K 0.05% 64
2022
Q2 		$1.14M Buy
53,972
+1,370
+3% +$31.5K 0.06% 62
2022
Q1 		$1.31M Sell
52,602
-2,578
-5% -$62.2K 0.06% 54
2021
Q4 		$1.45M Sell
55,180
-19,124
-26% -$471K 0.07% 48
2021
Q3 		$1.7M Sell
74,304
-399,056
-84% -$9.51M 0.09% 43
2021
Q2 		$10.8M Sell
473,360
-25,704
-5% -$571K 0.6% 17
2021
Q1 		$10.3M Sell
499,064
-98
-0% -$1.92K 0.64% 15
2020
Q4 		$9.48M Buy
499,162
+856
+0.2% +$15.8K 0.63% 14
2020
Q3 		$8.81M Sell
498,306
-22,168
-4% -$399K 0.67% 14
2020
Q2 		$9.17M Sell
520,474
-326,874
-39% -$5.68M 0.74% 14
2020
Q1 		$13.9M Buy
847,348
+508,354
+150% +$10.8M 1.27% 14
2019
Q4 		$7.79M Sell
338,994
-3,516
-1% -$81.9K 0.59% 12
2019
Q3 		$8.08M Sell
342,510
-10,686
-3% -$245K 0.71% 11
2019
Q2 		$7.85M Sell
353,196
-9,786
-3% -$218K 0.63% 12
2019
Q1 		$8.06M Sell
362,982
-17,316
-5% -$368K 0.69% 12
2018
Q4 		$7.32M Buy
380,298
+63,878
+20% +$1.3M 0.7% 12
2018
Q3 		$6.6M Sell
316,420
-5,562
-2% -$118K 0.57% 9
2018
Q2 		$6.73M Buy
321,982
+309,374
+2,454% +$6.12M 0.61% 9
2018
Q1 		$165K Buy
+12,608
New +$243K 1.28% 8
2017
Q4 		– Sell
-12,330
Closed -$254K – 105
2017
Q3 		$254K Buy
+12,330
New +$254K 0.02% 85

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

Truepoint Inc's SCHH Position: Q4 2024 in Review

Truepoint Inc sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 9,525 shares — an estimated $221K sold.

Truepoint Inc first reported a position in SCHH in Q3 2017 and held it in 27 quarters. The position peaked at $13.9M in Q1 2020. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Truepoint Inc reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Truepoint Inc sold 9,525 Schwab US REIT ETF shares in Q4 2024, an estimated $221K.
  • Truepoint Inc first reported a position in Schwab US REIT ETF in Q3 2017 and held it in 27 quarters.
  • Truepoint Inc's Schwab US REIT ETF position peaked at $13.9M in Q1 2020.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on Truepoint Inc's 13F filing for Q4 2024, filed 11 Feb 2025.