1WM
SCHH icon

1900 Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

1900 Wealth Management’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
2023
Q2 		– Sell
-10,455
Closed -$202K – 256
2023
Q1 		$202K Hold
10,455
– – 0.02% 235
2022
Q4 		$202K Sell
10,455
-9,746
-48% -$188K 0.02% 229
2022
Q3 		$378K Sell
20,201
-4,543
-18% -$98.3K 0.04% 165
2022
Q2 		$522K Buy
24,744
+12,386
+100% +$285K 0.06% 150
2022
Q1 		$307K Buy
12,358
+3,358
+37% +$81K 0.03% 202
2021
Q4 		$237K Sell
9,000
-40,296
-82% -$993K 0.02% 219
2021
Q3 		$1.13M Buy
+49,296
New +$1.18M 0.11% 120

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return