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Versant Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Versant Capital 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
Q3 		– Sell
-726
Closed -$14.5K – 2072
2024
Q2 		$14.5K Buy
+726
New +$14.2K ﹤0.01% 833
2022
Q1 		– Sell
-50
Closed -$1K – 1605
2021
Q4 		$1K Hold
50
– – ﹤0.01% 1339
2021
Q3 		$1K Buy
+50
New +$1.19K ﹤0.01% 1358
2020
Q4 		– Sell
-172
Closed -$3K – 1503
2020
Q3 		$3K Hold
172
– – ﹤0.01% 1008
2020
Q2 		$3K Hold
172
– – ﹤0.01% 993
2020
Q1 		$2K Hold
172
– – ﹤0.01% 1046
2019
Q4 		$3K Sell
172
-26
-13% -$606 ﹤0.01% 1081
2019
Q3 		$4K Buy
198
+172
+662% +$3.94K ﹤0.01% 1032
2019
Q2 		$0 Hold
26
– – ﹤0.01% 1652
2019
Q1 		$0 Hold
26
– – ﹤0.01% 1709
2018
Q4 		$0 Hold
26
– – ﹤0.01% 1619
2018
Q3 		$0 Hold
26
– – ﹤0.01% 1627
2018
Q2 		$0 Hold
26
– – ﹤0.01% 1620
2018
Q1 		$0 Buy
+26
New +$501 ﹤0.01% 1629

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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Versant Capital Management's SCHH Position: Q3 2024 in Review

Versant Capital Management sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 726 shares — an estimated $14.5K sold.

Versant Capital Management first reported a position in SCHH in Q1 2018 and held it in 14 quarters. The position peaked at $14.5K in Q2 2024. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Versant Capital Management reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Versant Capital Management sold 726 Schwab US REIT ETF shares in Q3 2024, an estimated $14.5K.
  • Versant Capital Management first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 14 quarters.
  • Versant Capital Management's Schwab US REIT ETF position peaked at $14.5K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Versant Capital Management's 13F filing for Q3 2024, filed 7 Oct 2024.