BDO Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

BDO Wealth 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
2023 Q2	$4.61K	Buy	236 +32	+16%	+$614	﹤0.01%	776
2023 Q1	$3.98K	Hold	204	–	–	﹤0.01%	826
2022 Q4	$3.94K	Hold	204	–	–	﹤0.01%	798
2022 Q3	$4K	Sell	204 -30	-13%	-$649	﹤0.01%	857
2022 Q2	$5K	Hold	234	–	–	﹤0.01%	785
2022 Q1	$6K	Hold	234	–	–	﹤0.01%	799
2021 Q4	$6K	Hold	234	–	–	﹤0.01%	809
2021 Q3	$5K	Buy	234 +30	+15%	+$715	﹤0.01%	831
2021 Q2	$5K	Hold	204	–	–	﹤0.01%	866
2021 Q1	$4K	Buy	+204	New	+$3.99K	﹤0.01%	895

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDO Wealth Advisors's SCHH Position: Q2 2023 in Review

BDO Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 16% in Q2 2023, buying an estimated $614 and bringing the position to 236 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

BDO Wealth Advisors first reported a position in SCHH in Q1 2021 and has held it in 10 quarters since. The position peaked at $6K in Q1 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

BDO Wealth Advisors held 236 shares of Schwab US REIT ETF worth $4.61K as of Q2 2023.
BDO Wealth Advisors bought 32 Schwab US REIT ETF shares in Q2 2023, an estimated $614.
Schwab US REIT ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #776 holding.
BDO Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Schwab US REIT ETF position peaked at $6K in Q1 2022.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.