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Bison Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Bison Wealth’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
Q1 		– Sell
-22
Closed -$1K – 405
2021
Q4 		$1K Sell
22
-2,212
-99% -$54.5K ﹤0.01% 355
2021
Q3 		$51K Sell
2,234
-118
-5% -$2.81K 0.02% 316
2021
Q2 		$54K Sell
2,352
-400
-15% -$8.89K 0.02% 312
2021
Q1 		$57K Buy
2,752
+204
+8% +$3.99K 0.02% 314
2020
Q4 		$48K Buy
2,548
+24
+1% +$444 0.02% 297
2020
Q3 		$45K Buy
2,524
+46
+2% +$828 0.03% 254
2020
Q2 		$44K Hold
2,478
– – 0.03% 257
2020
Q1 		$41K Sell
2,478
-1,706
-41% -$36.4K 0.03% 245
2019
Q4 		$96K Buy
+4,184
New +$97.5K 0.05% 271
2017
Q1 		– Sell
-9,878
Closed -$203K – 191
2016
Q4 		$203K Sell
9,878
-1,132
-10% -$22.7K 0.17% 166
2016
Q3 		$235K Sell
11,010
-51,034
-82% -$1.12M 0.2% 145
2016
Q2 		$1.35M Sell
62,044
-5,178
-8% -$107K 0.81% 35
2016
Q1 		$1.39M Buy
+67,222
New +$1.29M 0.89% 32
2015
Q2 		– Sell
-50,944
Closed -$1.03M – 263
2015
Q1 		$1.03M Buy
50,944
+14,272
+39% +$291K 0.63% 39
2014
Q4 		$714K Buy
+36,672
New +$687K 0.54% 57

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bison Wealth's SCHH Position: Q1 2022 in Review

Bison Wealth sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Bison Wealth first reported a position in SCHH in Q4 2014 and held it in 15 quarters. The position peaked at $1.39M in Q1 2016. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Bison Wealth reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 22 Schwab US REIT ETF shares in Q1 2022, an estimated $1K.
  • Bison Wealth first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 15 quarters.
  • Bison Wealth's Schwab US REIT ETF position peaked at $1.39M in Q1 2016.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.