C.M. Bidwell & Associates’s Schwab US REIT ETF SCHH Stock Holding History

C.M. Bidwell & Associates’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	-120	Closed	-$2K	–	533
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	433
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	419
2022 Q1	$3K	Hold	120	–	–	﹤0.01%	459
2021 Q4	$3K	Hold	120	–	–	﹤0.01%	497
2021 Q3	$3K	Hold	120	–	–	﹤0.01%	509
2021 Q2	$3K	Hold	120	–	–	﹤0.01%	512
2021 Q1	$2K	Hold	120	–	–	﹤0.01%	485
2020 Q4	$2K	Hold	120	–	–	﹤0.01%	460
2020 Q3	$2K	Hold	120	–	–	﹤0.01%	427
2020 Q2	$2K	Hold	120	–	–	﹤0.01%	378
2020 Q1	$2K	Hold	120	–	–	﹤0.01%	323
2019 Q4	$3K	Sell	120 -1,756	-94%	-$40.9K	﹤0.01%	368
2019 Q3	$44K	Hold	1,876	–	–	0.04%	257
2019 Q2	$42K	Hold	1,876	–	–	0.04%	256
2019 Q1	$42K	Sell	1,876 -50	-3%	-$1.06K	0.04%	260
2018 Q4	$37K	Hold	1,926	–	–	0.04%	262
2018 Q3	$40K	Hold	1,926	–	–	0.04%	247
2018 Q2	$40K	Hold	1,926	–	–	0.04%	260
2018 Q1	$37K	Hold	1,926	–	–	0.03%	258
2017 Q4	$40K	Buy	+1,926	New	+$40K	0.03%	256

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

C.M. Bidwell & Associates's SCHH Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 120 shares — an estimated $2K sold.

C.M. Bidwell & Associates first reported a position in SCHH in Q4 2017 and held it in 20 quarters. The position peaked at $44K in Q3 2019. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

C.M. Bidwell & Associates reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 120 Schwab US REIT ETF shares in Q4 2022, an estimated $2K.
C.M. Bidwell & Associates first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 20 quarters.
C.M. Bidwell & Associates's Schwab US REIT ETF position peaked at $44K in Q3 2019.
487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.