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Bridgeworth’s Schwab US REIT ETF SCHH Stock Holding History

Bridgeworth’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
Q4 		– Sell
-10,349
Closed -$193K – 159
2022
Q3 		$193K Sell
10,349
-40,029
-79% -$866K 0.04% 138
2022
Q2 		$1.06M Sell
50,378
-553
-1% -$12.7K 0.25% 62
2022
Q1 		$1.27M Buy
50,931
+6,711
+15% +$162K 0.29% 51
2021
Q4 		$1.17M Sell
44,220
-312
-0.7% -$7.69K 0.26% 51
2021
Q3 		$1.02M Buy
44,532
+84
+0.2% +$2K 0.29% 52
2021
Q2 		$1.02M Sell
44,448
-160
-0.4% -$3.56K 0.29% 48
2021
Q1 		$916K Sell
44,608
-392
-0.9% -$7.67K 0.29% 49
2020
Q4 		$854K Sell
45,000
-556
-1% -$10.3K 0.28% 51
2020
Q3 		$806K Sell
45,556
-894
-2% -$16.1K 0.3% 48
2020
Q2 		$818K Sell
46,450
-6,328
-12% -$110K 0.32% 46
2020
Q1 		$864K Buy
52,778
+29,906
+131% +$638K 0.39% 42
2019
Q4 		$526K Sell
22,872
-1,372
-6% -$32K 0.2% 64
2019
Q3 		$572K Buy
24,244
+1,180
+5% +$27.1K 0.22% 55
2019
Q2 		$512K Buy
23,064
+382
+2% +$8.52K 0.19% 63
2019
Q1 		$504K Sell
22,682
-3,878
-15% -$82.3K 0.2% 66
2018
Q4 		$425K Buy
26,560
+7,692
+41% +$157K 0.24% 58
2018
Q3 		$295K Sell
18,868
-1,374
-7% -$29K 0.16% 91
2018
Q2 		$422K Buy
20,242
+310
+2% +$6.13K 0.18% 80
2018
Q1 		$378K Buy
+19,932
New +$384K 0.17% 87
2017
Q3 		– Sell
-11,960
Closed -$243K – 119
2017
Q2 		$243K Buy
+11,960
New +$246K 0.12% 125
2017
Q1 		– Sell
-25,260
Closed -$517K – 151
2016
Q4 		$517K Buy
+25,260
New +$507K 0.29% 64

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Bridgeworth's SCHH Position: Q4 2022 in Review

Bridgeworth sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 10,349 shares — an estimated $193K sold.

Bridgeworth first reported a position in SCHH in Q4 2016 and held it in 21 quarters. The position peaked at $1.27M in Q1 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Bridgeworth reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Bridgeworth sold 10,349 Schwab US REIT ETF shares in Q4 2022, an estimated $193K.
  • Bridgeworth first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 21 quarters.
  • Bridgeworth's Schwab US REIT ETF position peaked at $1.27M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Bridgeworth's 13F filing for Q4 2022, filed 7 Feb 2023.