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World Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

World Investment Advisors’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
-10,415
Closed -$241K – 1038
2024
Q3 		$241K Sell
10,415
-60
-0.6% -$1.31K 0.01% 812
2024
Q2 		$209K Sell
10,475
-267
-2% -$5.21K 0.01% 586
2024
Q1 		$218K Buy
+10,742
New +$215K 0.03% 365

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

World Investment Advisors's SCHH Position: Q4 2024 in Review

World Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 10,415 shares — an estimated $241K sold.

World Investment Advisors first reported a position in SCHH in Q1 2024 and held it in 3 quarters. The position peaked at $241K in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • World Investment Advisors reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • World Investment Advisors sold 10,415 Schwab US REIT ETF shares in Q4 2024, an estimated $241K.
  • World Investment Advisors first reported a position in Schwab US REIT ETF in Q1 2024 and held it in 3 quarters.
  • World Investment Advisors's Schwab US REIT ETF position peaked at $241K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.