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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

1900 Wealth Management's SCHH Position: Q2 2023 in Review

1900 Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 10,455 shares — an estimated $202K sold.

1900 Wealth Management first reported a position in SCHH in Q3 2021 and held it in 7 quarters. The position peaked at $1.13M in Q3 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

1900 Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
1900 Wealth Management sold 10,455 Schwab US REIT ETF shares in Q2 2023, an estimated $202K.
1900 Wealth Management first reported a position in Schwab US REIT ETF in Q3 2021 and held it in 7 quarters.
1900 Wealth Management's Schwab US REIT ETF position peaked at $1.13M in Q3 2021.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on 1900 Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.