AJ Wealth Strategies’s Schwab US REIT ETF SCHH Stock Holding History

AJ Wealth Strategies’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
2022 Q4	–	Sell	-29,004	Closed	-$542K	–	327
2022 Q3	$542K	Sell	29,004 -15	-0.1%	-$325	0.03%	174
2022 Q2	$612K	Buy	+29,019	New	+$668K	0.03%	172
2019 Q4	–	Sell	-9,236	Closed	-$218K	–	123
2019 Q3	$218K	Hold	9,236	–	–	0.03%	106
2019 Q2	$205K	Hold	9,236	–	–	0.03%	98
2019 Q1	$205K	Buy	+9,236	New	+$196K	0.03%	100
2018 Q2	–	Sell	-10,470	Closed	-$200K	–	102
2018 Q1	$200K	Hold	10,470	–	–	0.05%	84
2017 Q4	$218K	Sell	10,470 -1,070	-9%	-$22.2K	0.05%	84
2017 Q3	$237K	Sell	11,540 -286	-2%	-$5.89K	0.08%	70
2017 Q2	$244K	Buy	11,826 +6	+0.1%	+$123	0.09%	66
2017 Q1	$241K	Buy	+11,820	New	+$242K	0.1%	65

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AJ Wealth Strategies's SCHH Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 29,004 shares — an estimated $542K sold.

AJ Wealth Strategies first reported a position in SCHH in Q1 2017 and held it in 10 quarters. The position peaked at $612K in Q2 2022. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

AJ Wealth Strategies reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 29,004 Schwab US REIT ETF shares in Q4 2022, an estimated $542K.
AJ Wealth Strategies first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 10 quarters.
AJ Wealth Strategies's Schwab US REIT ETF position peaked at $612K in Q2 2022.
487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.