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3Chopt Investment Partners’s Schwab US REIT ETF SCHH Stock Holding History

3Chopt Investment 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
2023
Q1 		– Sell
-2,256
Closed -$43.5K – 231
2022
Q4 		$43.5K Buy
+2,256
New +$43.4K 0.02% 200

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3Chopt Investment Partners's SCHH Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 2,256 shares — an estimated $43.5K sold.

3Chopt Investment Partners first reported a position in SCHH in Q4 2022 and held it in 1 quarter. The position peaked at $43.5K in Q4 2022. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,256 Schwab US REIT ETF shares in Q1 2023, an estimated $43.5K.
  • 3Chopt Investment Partners first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Schwab US REIT ETF position peaked at $43.5K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.