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Verity & Verity’s Schwab US REIT ETF SCHH Stock Holding History

Verity & Verity’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
Q2 		– Sell
-65,229
Closed -$1.32M – 121
2024
Q1 		$1.32M Buy
+65,229
New +$1.31M 0.15% 69

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Verity & Verity's SCHH Position: Q2 2024 in Review

Verity & Verity sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 65,229 shares — an estimated $1.32M sold.

Verity & Verity first reported a position in SCHH in Q1 2024 and held it in 1 quarter. The position peaked at $1.32M in Q1 2024. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Verity & Verity reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Verity & Verity sold 65,229 Schwab US REIT ETF shares in Q2 2024, an estimated $1.32M.
  • Verity & Verity first reported a position in Schwab US REIT ETF in Q1 2024 and held it in 1 quarter.
  • Verity & Verity's Schwab US REIT ETF position peaked at $1.32M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Verity & Verity's 13F filing for Q2 2024, filed 8 Aug 2024.