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WMS Partners’s Schwab US REIT ETF SCHH Stock Holding History

WMS Partners’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
-13,158
Closed -$267K – 283
2024
Q1 		$267K Hold
13,158
– – 0.02% 231
2023
Q4 		$273K Sell
13,158
-27,182
-67% -$505K 0.02% 218
2023
Q3 		$716K Sell
40,340
-1,246
-3% -$24K 0.06% 120
2023
Q2 		$812K Sell
41,586
-7,788
-16% -$149K 0.06% 116
2023
Q1 		$963K Sell
49,374
-710
-1% -$14.2K 0.08% 98
2022
Q4 		$966K Buy
50,084
+35,194
+236% +$677K 0.1% 99
2022
Q3 		$278K Buy
+14,890
New +$322K 0.04% 193

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

WMS Partners's SCHH Position: Q2 2024 in Review

WMS Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 13,158 shares — an estimated $267K sold.

WMS Partners first reported a position in SCHH in Q3 2022 and held it in 7 quarters. The position peaked at $966K in Q4 2022. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • WMS Partners reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • WMS Partners sold 13,158 Schwab US REIT ETF shares in Q2 2024, an estimated $267K.
  • WMS Partners first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 7 quarters.
  • WMS Partners's Schwab US REIT ETF position peaked at $966K in Q4 2022.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on WMS Partners's 13F filing for Q2 2024, filed 14 Aug 2024.