VC
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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

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Fidelity Investments
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Creative Planning
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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