B&D White Capital Company’s Schwab US REIT ETF SCHH Stock Holding History

B&D White Capital Company’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	-26,807	Closed	-$501K	–	116
2022 Q3	$501K	Buy	26,807 +519	+2%	+$11.2K	0.19%	48
2022 Q2	$554K	Sell	26,288 -172,027	-87%	-$3.96M	0.24%	39
2022 Q1	$4.94M	Buy	198,315 +23,059	+13%	+$557K	1.57%	10
2021 Q4	$4.62M	Buy	175,256 +18,216	+12%	+$449K	1.52%	11
2021 Q3	$3.59M	Buy	+157,040	New	+$3.74M	1.38%	27
2021 Q1	–	Sell	-584	Closed	-$11K	–	77
2020 Q4	$11K	Buy	+584	New	+$10.8K	0.01%	67

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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

B&D White Capital Company's SCHH Position: Q4 2022 in Review

B&D White Capital Company sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 26,807 shares — an estimated $501K sold.

B&D White Capital Company first reported a position in SCHH in Q4 2020 and held it in 6 quarters. The position peaked at $4.94M in Q1 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

B&D White Capital Company reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
B&D White Capital Company sold 26,807 Schwab US REIT ETF shares in Q4 2022, an estimated $501K.
B&D White Capital Company first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 6 quarters.
B&D White Capital Company's Schwab US REIT ETF position peaked at $4.94M in Q1 2022.
486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on B&D White Capital Company's 13F filing for Q4 2022, filed 7 Feb 2023.