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Barber Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Barber Financial Group’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
-13,315
Closed -$249K – 142
2022
Q3 		$249K Sell
13,315
-2,387
-15% -$51.6K 0.07% 113
2022
Q2 		$331K Buy
+15,702
New +$361K 0.05% 99

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Creative Planning
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

Barber Financial Group's SCHH Position: Q4 2022 in Review

Barber Financial Group sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 13,315 shares — an estimated $249K sold.

Barber Financial Group first reported a position in SCHH in Q2 2022 and held it in 2 quarters. The position peaked at $331K in Q2 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Barber Financial Group reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Barber Financial Group sold 13,315 Schwab US REIT ETF shares in Q4 2022, an estimated $249K.
  • Barber Financial Group first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 2 quarters.
  • Barber Financial Group's Schwab US REIT ETF position peaked at $331K in Q2 2022.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Barber Financial Group's 13F filing for Q4 2022, filed 1 Feb 2023.