Baldrige Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Baldrige Asset Management’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 Q1	$413K	Buy	21,200 +481	+2%	+$9.63K	0.17%	75
2022 Q4	$400K	Sell	20,719 -592	-3%	-$11.4K	0.18%	76
2022 Q3	$398K	Sell	21,311 -33,717	-61%	-$729K	0.19%	74
2022 Q2	$1.16M	Buy	55,028 +5,829	+12%	+$134K	0.53%	48
2022 Q1	$1.23M	Buy	49,199 +14,723	+43%	+$355K	0.5%	51
2021 Q4	$908K	Buy	34,476 +1,572	+5%	+$38.7K	0.35%	55
2021 Q3	$752K	Sell	32,904 -114	-0.3%	-$2.72K	0.31%	57
2021 Q2	$756K	Buy	33,018 +316	+1%	+$7.03K	0.33%	54
2021 Q1	$672K	Buy	32,702 +3,008	+10%	+$58.8K	0.37%	52
2020 Q4	$564K	Buy	29,694 +2,176	+8%	+$40.3K	0.34%	52
2020 Q3	$487K	Buy	27,518 +1,380	+5%	+$24.8K	0.33%	57
2020 Q2	$460K	Sell	26,138 -1,050	-4%	-$18.2K	0.35%	53
2020 Q1	$445K	Buy	27,188 +290	+1%	+$6.19K	0.39%	49
2019 Q4	$618K	Buy	26,898 +1,072	+4%	+$25K	0.51%	44
2019 Q3	$609K	Buy	25,826 +274	+1%	+$6.28K	0.54%	42
2019 Q2	$568K	Sell	25,552 -4	-0%	-$89	0.52%	44
2019 Q1	$568K	Buy	+25,556	New	+$542K	0.55%	43

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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 $980M AUM 9.86% 1-Year Est. Return

Baldrige Asset Management's SCHH Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab US REIT ETF (SCHH) stake by 2.3% in Q1 2023, buying an estimated $9.63K and bringing the position to 21,200 shares worth $413K. The position accounts for 0.17% of the portfolio, ranked #75.

Baldrige Asset Management first reported a position in SCHH in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.23M in Q1 2022. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

Baldrige Asset Management held 21,200 shares of Schwab US REIT ETF worth $413K as of Q1 2023.
Baldrige Asset Management bought 481 Schwab US REIT ETF shares in Q1 2023, an estimated $9.63K.
Schwab US REIT ETF made up 0.17% of Baldrige Asset Management's portfolio in Q1 2023, its #75 holding.
Baldrige Asset Management first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Schwab US REIT ETF position peaked at $1.23M in Q1 2022.
473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.