Bartlett & Co’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $90K | Buy |
4,301
+1,570
| +57% | +$29.2K | ﹤0.01% | 592 |
|
|
2023
Q3 | $48K | Buy |
2,731
+60
| +2% | +$1.15K | ﹤0.01% | 675 |
|
|
2023
Q2 | $52K | Buy |
2,671
+2,340
| +707% | +$44.9K | ﹤0.01% | 658 |
|
|
2023
Q1 | $6K | Hold |
331
| – | – | ﹤0.01% | 873 |
|
|
2022
Q4 | $6K | Buy |
+331
| New | +$6.37K | ﹤0.01% | 899 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$4K | – | 1189 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 748 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 748 |
|
|
2020
Q1 | $3K | Buy |
+200
| New | +$4.27K | ﹤0.01% | 761 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 780 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 641 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 626 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 636 |
|
|
2018
Q3 | $4K | Sell |
200
-1,534
| -88% | -$32.4K | ﹤0.01% | 649 |
|
|
2018
Q2 | $36K | Buy |
1,734
+534
| +45% | +$10.6K | ﹤0.01% | 459 |
|
|
2018
Q1 | $23K | Hold |
1,200
| – | – | ﹤0.01% | 526 |
|
|
2017
Q4 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 512 |
|
|
2017
Q3 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 510 |
|
|
2017
Q2 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 507 |
|
|
2017
Q1 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 520 |
|
|
2016
Q4 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 516 |
|
|
2016
Q3 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 512 |
|
|
2016
Q2 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 523 |
|
|
2016
Q1 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 512 |
|
|
2015
Q4 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 522 |
|
|
2015
Q3 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 532 |
|
|
2015
Q2 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 541 |
|
|
2015
Q1 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 531 |
|
|
2014
Q4 | $23K | Hold |
1,200
| – | – | ﹤0.01% | 538 |
|
|
2014
Q3 | $20K | Hold |
1,200
| – | – | ﹤0.01% | 545 |
|
|
2014
Q2 | $21K | Hold |
1,200
| – | – | ﹤0.01% | 549 |
|
|
2014
Q1 | $20K | Hold |
1,200
| – | – | ﹤0.01% | 536 |
|
|
2013
Q4 | $18K | Hold |
1,200
| – | – | ﹤0.01% | 525 |
|
|
2013
Q3 | $19K | Hold |
1,200
| – | – | ﹤0.01% | 523 |
|
|
2013
Q2 | $19K | Buy |
+1,200
| New | +$20.2K | ﹤0.01% | 519 |
|
Other funds holding SCHH
CSIA
MGIA
Bartlett & Co's SCHH Position: Q4 2023 in Review
Bartlett & Co increased its Schwab US REIT ETF (SCHH) stake by 57% in Q4 2023, buying an estimated $29.2K and bringing the position to 4,301 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #592.
Bartlett & Co first reported a position in SCHH in Q2 2013 and has held it in 34 quarters since. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.
- Bartlett & Co held 4,301 shares of Schwab US REIT ETF worth $90K as of Q4 2023.
- Bartlett & Co bought 1,570 Schwab US REIT ETF shares in Q4 2023, an estimated $29.2K.
- Schwab US REIT ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #592 holding.
- Bartlett & Co first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 34 quarters since.
- 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.
Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.