BRR OpCo’s Schwab US REIT ETF SCHH Stock Holding History

BRR OpCo’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
2021 Q3	–	Sell	-14,112	Closed	-$323K	–	227
2021 Q2	$323K	Buy	+14,112	New	+$314K	0.04%	175

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MGIA

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

BRR OpCo's SCHH Position: Q3 2021 in Review

BRR OpCo sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 14,112 shares — an estimated $323K sold.

BRR OpCo first reported a position in SCHH in Q2 2021 and held it in 1 quarter. The position peaked at $323K in Q2 2021. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

BRR OpCo reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
BRR OpCo sold 14,112 Schwab US REIT ETF shares in Q3 2021, an estimated $323K.
BRR OpCo first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 1 quarter.
BRR OpCo's Schwab US REIT ETF position peaked at $323K in Q2 2021.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on BRR OpCo's 13F filing for Q3 2021, filed 5 Nov 2021.