CDIA
SCHH icon

Capital Directions Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Capital Directions Investment Advisors’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 		$30.5K Buy
+1,582
New +$30.4K 0.01% 149
2022
Q3 		– Sell
-1,582
Closed -$34.2K – 137
2022
Q2 		$33K Hold
1,582
– – 0.01% 148
2022
Q1 		$39K Buy
+1,582
New +$38.2K 0.01% 159
2021
Q4 		– Sell
-1,582
Closed -$36K – 189
2021
Q3 		$36K Hold
1,582
– – 0.01% 156
2021
Q2 		$36K Buy
+1,582
New +$35.2K 0.01% 135
2021
Q1 		– Sell
-1,582
Closed -$30K – 311
2020
Q4 		$30K Hold
1,582
– – 0.01% 136
2020
Q3 		$28K Hold
1,582
– – 0.01% 135
2020
Q2 		$28K Sell
1,582
-156
-9% -$2.71K 0.01% 136
2020
Q1 		$28K Hold
1,738
– – 0.01% 142
2019
Q4 		$40K Hold
1,738
– – 0.01% 150
2019
Q3 		$41K Sell
1,738
-364
-17% -$8.35K 0.01% 141
2019
Q2 		$47K Hold
2,102
– – 0.02% 67
2019
Q1 		$47K Hold
2,102
– – 0.02% 70
2018
Q4 		$40K Hold
2,102
– – 0.01% 73
2018
Q3 		$44K Buy
2,102
+450
+27% +$9.51K 0.01% 98
2018
Q2 		$35K Sell
1,652
-1,876
-53% -$37.1K 0.02% 86
2018
Q1 		$67K Buy
3,528
+4
+0.1% +$77 0.02% 67
2017
Q4 		$73K Buy
3,524
+2
+0.1% +$42 0.02% 65
2017
Q3 		$72K Buy
3,522
+1,420
+68% +$29.3K 0.02% 66
2017
Q2 		$43K Sell
2,102
-120
-5% -$2.47K 0.01% 65
2017
Q1 		$45K Hold
2,222
– – 0.02% 64
2016
Q4 		$46K Hold
2,222
– – 0.02% 55
2016
Q3 		$47K Hold
2,222
– – 0.02% 54
2016
Q2 		$48K Hold
2,222
– – 0.02% 53
2016
Q1 		$46K Sell
2,222
-568
-20% -$10.9K 0.02% 44
2015
Q4 		$55K Hold
2,790
– – 0.02% 52
2015
Q3 		$52K Hold
2,790
– – 0.02% 47
2015
Q2 		$51K Hold
2,790
– – 0.02% 46
2015
Q1 		$54K Hold
2,790
– – 0.02% 54
2014
Q4 		$59K Hold
2,790
– – 0.02% 52
2014
Q3 		$53K Sell
2,790
-790
-22% -$14.1K 0.02% 53
2014
Q2 		$63K Hold
3,580
– – 0.02% 46
2014
Q1 		$59K Sell
3,580
-124
-3% -$1.99K 0.02% 47
2013
Q4 		$56K Sell
3,704
-992
-21% -$15.5K 0.02% 47
2013
Q3 		$73K Sell
4,696
-130
-3% -$2.06K 0.03% 42
2013
Q2 		$77K Buy
+4,826
New +$81.2K 0.04% 41

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

Capital Directions Investment Advisors's SCHH Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q4 2022: 1,582 shares worth $30.5K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHH as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHH in Q2 2013 and has held it in 36 quarters since. The position peaked at $77K in Q2 2013. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Capital Directions Investment Advisors held 1,582 shares of Schwab US REIT ETF worth $30.5K as of Q4 2022.
  • Schwab US REIT ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • Schwab US REIT ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #149 holding.
  • Capital Directions Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 36 quarters since.
  • Capital Directions Investment Advisors's Schwab US REIT ETF position peaked at $77K in Q2 2013.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.