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Wiser Advisor Group’s Schwab US REIT ETF SCHH Stock Holding History

Wiser Advisor Group’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
Q2 		– Sell
-48
Closed -$988 – 318
2024
Q1 		$988 Hold
48
– – ﹤0.01% 285
2023
Q4 		$1K Buy
+48
New +$892 ﹤0.01% 284

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Wiser Advisor Group's SCHH Position: Q2 2024 in Review

Wiser Advisor Group sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 48 shares — an estimated $988 sold.

Wiser Advisor Group first reported a position in SCHH in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Wiser Advisor Group reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 48 Schwab US REIT ETF shares in Q2 2024, an estimated $988.
  • Wiser Advisor Group first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 2 quarters.
  • Wiser Advisor Group's Schwab US REIT ETF position peaked at $1K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Wiser Advisor Group's 13F filing for Q2 2024, filed 14 Aug 2024.