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

Atlas Private 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
Q3 		– Sell
-10
Closed -$238 – 803
2021
Q2 		$0 Sell
10
-570
-98% -$12.7K ﹤0.01% 915
2021
Q1 		$12K Buy
580
+270
+87% +$5.28K 0.01% 467
2020
Q4 		$6K Buy
+310
New +$5.73K ﹤0.01% 503

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Atlas Private Wealth Advisors's SCHH Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 10 shares — an estimated $238 sold.

Atlas Private Wealth Advisors first reported a position in SCHH in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • Atlas Private Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 10 Schwab US REIT ETF shares in Q3 2021, an estimated $238.
  • Atlas Private Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's Schwab US REIT ETF position peaked at $12K in Q1 2021.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.