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Bell Rock Capital’s Schwab US REIT ETF SCHH Stock Holding History

Bell Rock Capital’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
-26,171
Closed -$552K – 110
2022
Q2 		$552K Buy
+26,171
New +$602K 0.43% 20

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MGIA
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MTC
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Bell Rock Capital's SCHH Position: Q3 2022 in Review

Bell Rock Capital sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 26,171 shares — an estimated $552K sold.

Bell Rock Capital first reported a position in SCHH in Q2 2022 and held it in 1 quarter. The position peaked at $552K in Q2 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • Bell Rock Capital reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Bell Rock Capital sold 26,171 Schwab US REIT ETF shares in Q3 2022, an estimated $552K.
  • Bell Rock Capital first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 1 quarter.
  • Bell Rock Capital's Schwab US REIT ETF position peaked at $552K in Q2 2022.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.