Waterfront Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Waterfront Wealth’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 Q1	–	Sell	-10,300	Closed	-$213K	–	253
2023 Q4	$213K	Hold	10,300	–	–	0.06%	235
2023 Q3	$174K	Hold	10,300	–	–	0.06%	233
2023 Q2	$208K	Sell	10,300 -1,800	-15%	-$34.5K	0.06%	235
2023 Q1	$236K	Hold	12,100	–	–	0.08%	219
2022 Q4	$254K	Hold	12,100	–	–	0.09%	217
2022 Q3	$230K	Sell	12,100 -348	-3%	-$7.53K	0.09%	220
2022 Q2	$263K	Hold	12,448	–	–	0.11%	198
2022 Q1	$314K	Buy	12,448 +1,384	+13%	+$33.4K	0.11%	177
2021 Q4	$291K	Sell	11,064 -26	-0.2%	-$641	0.12%	175
2021 Q3	$253K	Buy	11,090 +26	+0.2%	+$620	0.12%	150
2021 Q2	$253K	Hold	11,064	–	–	0.12%	152
2021 Q1	$231K	Buy	+11,064	New	+$216K	0.12%	151

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Waterfront Wealth's SCHH Position: Q1 2024 in Review

Waterfront Wealth sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 10,300 shares — an estimated $213K sold.

Waterfront Wealth first reported a position in SCHH in Q1 2021 and held it in 12 quarters. The position peaked at $314K in Q1 2022. 496 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

Waterfront Wealth reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
Waterfront Wealth sold 10,300 Schwab US REIT ETF shares in Q1 2024, an estimated $213K.
Waterfront Wealth first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 12 quarters.
Waterfront Wealth's Schwab US REIT ETF position peaked at $314K in Q1 2022.
496 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Waterfront Wealth's 13F filing for Q1 2024, filed 13 May 2024.