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

Baron 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 Q3	–	Sell	-322	Closed	-$6.79K	–	169
2022 Q2	$6.79K	Sell	322 -400	-55%	-$9.2K	﹤0.01%	162
2022 Q1	$18K	Sell	722 -510	-41%	-$12.3K	0.01%	138
2021 Q4	$32.5K	Sell	1,232 -120	-9%	-$2.96K	0.02%	116
2021 Q3	$30.9K	Sell	1,352 -1,472	-52%	-$35.1K	0.02%	121
2021 Q2	$64.7K	Sell	2,824 -916	-24%	-$20.4K	0.04%	82
2021 Q1	$76.8K	Sell	3,740 -9,250	-71%	-$181K	0.05%	77
2020 Q4	$247K	Sell	12,990 -10,530	-45%	-$195K	0.2%	39
2020 Q3	$416K	Buy	+23,520	New	+$423K	0.39%	33

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Baron Financial Group's SCHH Position: Q3 2022 in Review

Baron Financial Group sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 322 shares — an estimated $6.79K sold.

Baron Financial Group first reported a position in SCHH in Q3 2020 and held it in 8 quarters. The position peaked at $416K in Q3 2020. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

Baron Financial Group reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 322 Schwab US REIT ETF shares in Q3 2022, an estimated $6.79K.
Baron Financial Group first reported a position in Schwab US REIT ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Schwab US REIT ETF position peaked at $416K in Q3 2020.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.