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Bedel Financial Consulting’s Schwab US REIT ETF SCHH Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-2,096
Closed -$52K – 752
2022
Q1 		$52K Buy
2,096
+128
+7% +$3.09K 0.02% 383
2021
Q4 		$52K Buy
1,968
+270
+16% +$6.65K 0.02% 388
2021
Q3 		$39K Sell
1,698
-1,474
-46% -$35.1K 0.01% 416
2021
Q2 		$73K Buy
3,172
+6
+0.2% +$133 0.03% 322
2021
Q1 		$65K Buy
3,166
+338
+12% +$6.61K 0.03% 333
2020
Q4 		$54K Buy
2,828
+12
+0.4% +$222 0.02% 307
2020
Q3 		$50K Buy
2,816
+6
+0.2% +$108 0.03% 300
2020
Q2 		$49K Buy
2,810
+54
+2% +$938 0.03% 278
2020
Q1 		$45K Buy
2,756
+4
+0.1% +$85 0.03% 274
2019
Q4 		$63K Buy
2,752
+12
+0.4% +$280 0.04% 263
2019
Q3 		$65K Sell
2,740
-318
-10% -$7.29K 0.04% 256
2019
Q2 		$68K Hold
3,058
– – 0.04% 245
2019
Q1 		$68K Buy
3,058
+1,028
+51% +$21.8K 0.04% 232
2018
Q4 		$39K Hold
2,030
– – 0.03% 285
2018
Q3 		$40K Buy
2,030
+574
+39% +$12.1K 0.03% 298
2018
Q2 		$30K Buy
1,456
+456
+46% +$9.02K 0.02% 326
2018
Q1 		$19K Buy
+1,000
New +$19.3K 0.01% 392

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bedel Financial Consulting's SCHH Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 2,096 shares — an estimated $52K sold.

Bedel Financial Consulting first reported a position in SCHH in Q1 2018 and held it in 17 quarters. The position peaked at $73K in Q2 2021. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,096 Schwab US REIT ETF shares in Q2 2022, an estimated $52K.
  • Bedel Financial Consulting first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's Schwab US REIT ETF position peaked at $73K in Q2 2021.
  • 464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.