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Adero Partners’s Schwab US REIT ETF SCHH Stock Holding History

Adero 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
-14,742
Closed -$284K – 174
2022
Q4 		$284K Sell
14,742
-13,180
-47% -$254K 0.03% 130
2022
Q3 		$507K Buy
27,922
+4,999
+22% +$108K 0.06% 91
2022
Q2 		$483K Sell
22,923
-108
-0.5% -$2.48K 0.07% 89
2022
Q1 		$573K Sell
23,031
-365
-2% -$8.81K 0.08% 81
2021
Q4 		$616K Sell
23,396
-420
-2% -$10.3K 0.1% 85
2021
Q3 		$544K Buy
23,816
+470
+2% +$11.2K 0.1% 83
2021
Q2 		$535K Sell
23,346
-430
-2% -$9.56K 0.12% 75
2021
Q1 		$488K Sell
23,776
-938
-4% -$18.3K 0.22% 66
2020
Q4 		$469K Buy
24,714
+8
+0% +$148 0.4% 43
2020
Q3 		$437K Buy
24,706
+8,882
+56% +$160K 0.35% 51
2020
Q2 		$279K Sell
15,824
-2,180
-12% -$37.9K 0.29% 59
2020
Q1 		$295K Buy
18,004
+422
+2% +$9.01K 0.49% 46
2019
Q4 		$404K Buy
+17,582
New +$410K 0.45% 48

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Adero Partners's SCHH Position: Q1 2023 in Review

Adero Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 14,742 shares — an estimated $284K sold.

Adero Partners first reported a position in SCHH in Q4 2019 and held it in 13 quarters. The position peaked at $616K in Q4 2021. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Adero Partners reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Adero Partners sold 14,742 Schwab US REIT ETF shares in Q1 2023, an estimated $284K.
  • Adero Partners first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 13 quarters.
  • Adero Partners's Schwab US REIT ETF position peaked at $616K in Q4 2021.
  • 472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Adero Partners's 13F filing for Q1 2023, filed 4 May 2023.