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WR Wealth Planners’s Schwab US REIT ETF SCHH Stock Holding History

WR Wealth Planners’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 		$2.3K Hold
109
– – ﹤0.01% 833
2024
Q3 		$2.53K Hold
109
– – ﹤0.01% 859
2024
Q2 		$2.18K Hold
109
– – ﹤0.01% 869
2024
Q1 		$2.21K Buy
+109
New +$2.19K ﹤0.01% 860

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 $1.88B AUM 29.07% 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
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 $1.09B AUM 11.58% 1-Year Est. Return

WR Wealth Planners's SCHH Position: Q4 2024 in Review

WR Wealth Planners held its Schwab US REIT ETF (SCHH) position steady in Q4 2024 at 109 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

WR Wealth Planners first reported a position in SCHH in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.53K in Q3 2024. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • WR Wealth Planners held 109 shares of Schwab US REIT ETF worth $2.3K as of Q4 2024.
  • WR Wealth Planners left its Schwab US REIT ETF share count unchanged in Q4 2024.
  • Schwab US REIT ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #833 holding.
  • WR Wealth Planners first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Schwab US REIT ETF position peaked at $2.53K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.