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

Ahrens 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 		$1.42K Buy
+73
New +$1.46K ﹤0.01% 924
2022
Q3 		– Sell
-71
Closed -$1K – 758
2022
Q2 		$1K Hold
71
– – ﹤0.01% 937
2022
Q1 		$2K Buy
71
+1
+1% +$24 ﹤0.01% 960
2021
Q4 		$2K Buy
+70
New +$1.73K ﹤0.01% 980

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Ahrens Investment Partners's SCHH Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Schwab US REIT ETF (SCHH) in Q1 2023: 73 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SCHH as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SCHH in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Ahrens Investment Partners held 73 shares of Schwab US REIT ETF worth $1.42K as of Q1 2023.
  • Schwab US REIT ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Schwab US REIT ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #924 holding.
  • Ahrens Investment Partners first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Schwab US REIT ETF position peaked at $2K in Q1 2022.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.