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Alberta Investment Management Corp (AIMCo)’s Schwab US REIT ETF SCHH Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
-300,000
Closed -$5.61M – 1210
2022
Q3 		$5.61M Buy
+300,000
New +$6.49M 0.04% 441
2022
Q1 		– Sell
-400,000
Closed -$10.5M – 1353
2021
Q4 		$10.5M Buy
+400,000
New +$9.86M 0.06% 304

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $980M AUM 9.86% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s SCHH Position: Q4 2022 in Review

Alberta Investment Management Corp (AIMCo) sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 300,000 shares — an estimated $5.61M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in SCHH in Q4 2021 and held it in 2 quarters. The position peaked at $10.5M in Q4 2021. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 300,000 Schwab US REIT ETF shares in Q4 2022, an estimated $5.61M.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 2 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Schwab US REIT ETF position peaked at $10.5M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2022, filed 14 Feb 2023.