Baltimore-Washington Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Baltimore-Washington Financial 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
2022 Q4	–	Sell	-6,500	Closed	-$794K	–	146
2022 Q3	$794K	Buy	+6,500	New	+$141K	0.07%	100
2022 Q2	–	Sell	-1,369	Closed	-$4.05M	–	149
2022 Q1	$4.05M	Buy	+1,369	New	+$33K	0.4%	76
2018 Q1	–	Sell	-240,820	Closed	-$5.01M	–	93
2017 Q4	$5.01M	Buy	240,820 +5,244	+2%	+$109K	1.05%	48
2017 Q3	$4.84M	Buy	235,576 +8,394	+4%	+$173K	1.1%	48
2017 Q2	$4.68M	Buy	227,182 +18,888	+9%	+$388K	1.13%	49
2017 Q1	$4.25M	Buy	208,294 +37,058	+22%	+$759K	1.08%	48
2016 Q4	$3.51M	Buy	171,236 +42,812	+33%	+$859K	0.96%	49
2016 Q3	$2.74M	Buy	128,424 +26,614	+26%	+$583K	0.78%	55
2016 Q2	$2.21M	Buy	+101,810	New	+$2.1M	0.66%	60

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 $980M AUM 9.86% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SCHH Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 6,500 shares — an estimated $794K sold.

Baltimore-Washington Financial Advisors first reported a position in SCHH in Q2 2016 and held it in 9 quarters. The position peaked at $5.01M in Q4 2017. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

Baltimore-Washington Financial Advisors reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 6,500 Schwab US REIT ETF shares in Q4 2022, an estimated $794K.
Baltimore-Washington Financial Advisors first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 9 quarters.
Baltimore-Washington Financial Advisors's Schwab US REIT ETF position peaked at $5.01M in Q4 2017.
486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.