Arkadios Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-1,858	Closed	-$42K	–	1555
2021 Q3	$42K	Sell	1,858 -6	-0.3%	-$143	0.01%	941
2021 Q2	$42K	Buy	1,864 +1,276	+217%	+$28.4K	0.01%	983
2021 Q1	$12K	Buy	588 +162	+38%	+$3.17K	﹤0.01%	1137
2020 Q4	$8K	Sell	426 -3,188	-88%	-$59K	﹤0.01%	1023
2020 Q3	$65.3K	Sell	3,614 -5,002	-58%	-$90K	0.03%	358
2020 Q2	$150K	Buy	8,616 +8,190	+1,923%	+$142K	0.08%	192
2020 Q1	$6.97K	Hold	426	–	–	﹤0.01%	712
2019 Q4	$10.2K	Buy	+426	New	+$9.93K	0.01%	589

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Arkadios Wealth Advisors's SCHH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2021, closing a stake of 1,858 shares — an estimated $42K sold.

Arkadios Wealth Advisors first reported a position in SCHH in Q4 2019 and held it in 8 quarters. The position peaked at $150K in Q2 2020. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,858 Schwab US REIT ETF shares in Q4 2021, an estimated $42K.
Arkadios Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Schwab US REIT ETF position peaked at $150K in Q2 2020.
475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.