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VPR Management’s Schwab US REIT ETF SCHH Stock Holding History

VPR 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
-39,400
Closed -$787K – 57
2024
Q2 		$787K Hold
39,400
– – 0.29% 27
2024
Q1 		$800K Hold
39,400
– – 0.22% 33
2023
Q4 		$816K Hold
39,400
– – 0.21% 32
2023
Q3 		$699K Hold
39,400
– – 0.19% 31
2023
Q2 		$769K Hold
39,400
– – 0.2% 29
2023
Q1 		$768K Hold
39,400
– – 0.16% 29
2022
Q4 		$760K Hold
39,400
– – 0.16% 27
2022
Q3 		$736K Hold
39,400
– – 0.17% 21
2022
Q2 		$831K Hold
39,400
– – 0.18% 20
2022
Q1 		$909K Sell
39,400
-9,000
-19% -$217K 0.18% 20
2021
Q4 		$1.28M Hold
48,400
– – 0.25% 19
2021
Q3 		$1.1M Hold
48,400
– – 0.22% 18
2021
Q2 		$1.11M Hold
48,400
– – 0.2% 18
2021
Q1 		$994K Hold
48,400
– – 0.2% 17
2020
Q4 		$919K Buy
+48,400
New +$895K 0.19% 17

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 $20.9B AUM 19.34% 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 $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPR Management's SCHH Position: Q3 2024 in Review

VPR Management sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 39,400 shares — an estimated $787K sold.

VPR Management first reported a position in SCHH in Q4 2020 and held it in 15 quarters. The position peaked at $1.28M in Q4 2021. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • VPR Management reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • VPR Management sold 39,400 Schwab US REIT ETF shares in Q3 2024, an estimated $787K.
  • VPR Management first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 15 quarters.
  • VPR Management's Schwab US REIT ETF position peaked at $1.28M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on VPR Management's 13F filing for Q3 2024, filed 13 Nov 2024.