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Vestor Capital’s Schwab US REIT ETF SCHH Stock Holding History

Vestor Capital’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
-3,108
Closed -$72K – 280
2024
Q3 		$72K Hold
3,108
– – 0.01% 200
2024
Q2 		$62K Hold
3,108
– – 0.01% 210
2024
Q1 		$63K Hold
3,108
– – 0.01% 213
2023
Q4 		$64K Sell
3,108
-80
-3% -$1.49K 0.01% 196
2023
Q3 		$57K Buy
+3,188
New +$61.3K 0.01% 211
2023
Q2 		– Sell
-3,108
Closed -$61K – 278
2023
Q1 		$61K Hold
3,108
– – 0.01% 204
2022
Q4 		$60K Hold
3,108
– – 0.01% 204
2022
Q3 		$58K Hold
3,108
– – 0.01% 184
2022
Q2 		$66K Hold
3,108
– – 0.01% 171
2022
Q1 		$77K Buy
+3,108
New +$75K 0.01% 167

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vestor Capital's SCHH Position: Q4 2024 in Review

Vestor Capital sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 3,108 shares — an estimated $72K sold.

Vestor Capital first reported a position in SCHH in Q1 2022 and held it in 10 quarters. The position peaked at $77K in Q1 2022. 518 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • Vestor Capital reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Vestor Capital sold 3,108 Schwab US REIT ETF shares in Q4 2024, an estimated $72K.
  • Vestor Capital first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 10 quarters.
  • Vestor Capital's Schwab US REIT ETF position peaked at $77K in Q1 2022.
  • 518 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

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