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American Portfolios Advisors’s Schwab US REIT ETF SCHH Stock Holding History

American Portfolios Advisors’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
Q3 		$41.2K Buy
2,207
+2
+0.1% +$43 ﹤0.01% 1821
2022
Q2 		$46.5K Buy
2,205
+1
+0% +$23 ﹤0.01% 1801
2022
Q1 		$54.9K Buy
2,204
+90
+4% +$2.17K ﹤0.01% 1842
2021
Q4 		$55.7K Sell
2,114
-190
-8% -$4.68K ﹤0.01% 1813
2021
Q3 		$52.6K Buy
2,304
+422
+22% +$10.1K ﹤0.01% 1751
2021
Q2 		$43.1K Buy
1,882
+84
+5% +$1.87K ﹤0.01% 1800
2021
Q1 		$36.9K Buy
1,798
+792
+79% +$15.5K ﹤0.01% 1740
2020
Q4 		$19.1K Sell
1,006
-640
-39% -$11.8K ﹤0.01% 1839
2020
Q3 		$29.1K Buy
1,646
+84
+5% +$1.51K ﹤0.01% 1526
2020
Q2 		$27.5K Sell
1,562
-498
-24% -$8.65K ﹤0.01% 1513
2020
Q1 		$33.7K Sell
2,060
-400
-16% -$8.54K ﹤0.01% 1333
2019
Q4 		$56.5K Buy
2,460
+844
+52% +$19.7K ﹤0.01% 1294
2019
Q3 		$38.1K Sell
1,616
-74
-4% -$1.7K ﹤0.01% 1385
2019
Q2 		$37.6K Buy
1,690
+578
+52% +$12.9K ﹤0.01% 1393
2019
Q1 		$24.7K Buy
+1,112
New +$23.6K ﹤0.01% 1508
2018
Q4 		– Sell
-1,092
Closed -$22.8K – 2545
2018
Q3 		$22.8K Buy
1,092
+8
+0.7% +$169 ﹤0.01% 1441
2018
Q2 		$22.7K Buy
1,084
+30
+3% +$594 ﹤0.01% 1415
2018
Q1 		$20.2K Sell
1,054
-706
-40% -$13.6K ﹤0.01% 1379
2017
Q4 		$36.6K Buy
+1,760
New +$36.6K 0.01% 1116

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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

American Portfolios Advisors's SCHH Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.09% in Q3 2022, buying an estimated $43 and bringing the position to 2,207 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

American Portfolios Advisors first reported a position in SCHH in Q4 2017 and has held it in 19 quarters since. The position peaked at $56.5K in Q4 2019. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • American Portfolios Advisors held 2,207 shares of Schwab US REIT ETF worth $41.2K as of Q3 2022.
  • American Portfolios Advisors bought 2 Schwab US REIT ETF shares in Q3 2022, an estimated $43.
  • Schwab US REIT ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1821 holding.
  • American Portfolios Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 19 quarters since.
  • American Portfolios Advisors's Schwab US REIT ETF position peaked at $56.5K in Q4 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.