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Arlington Partners’s Schwab US REIT ETF SCHH Stock Holding History

Arlington 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
Q3 		– Sell
-1,463
Closed -$28.6K – 557
2023
Q2 		$28.6K Buy
+1,463
New +$28.1K ﹤0.01% 356
2019
Q2 		– Sell
-5,364
Closed -$119K – 251
2019
Q1 		$119K Buy
+5,364
New +$114K 0.09% 92

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US Bancorp
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Envestnet Portfolio Solutions
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Arlington Partners's SCHH Position: Q3 2023 in Review

Arlington Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 1,463 shares — an estimated $28.6K sold.

Arlington Partners first reported a position in SCHH in Q1 2019 and held it in 2 quarters. The position peaked at $119K in Q1 2019. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Arlington Partners reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 1,463 Schwab US REIT ETF shares in Q3 2023, an estimated $28.6K.
  • Arlington Partners first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 2 quarters.
  • Arlington Partners's Schwab US REIT ETF position peaked at $119K in Q1 2019.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.