CPA
SCHH icon

Cardiff Park Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Cardiff Park 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
2023
Q3 		– Sell
-3,735
Closed -$72.9K – 325
2023
Q2 		$72.9K Buy
3,735
+33
+0.9% +$633 0.01% 272
2023
Q1 		$72.2K Buy
3,702
+22
+0.6% +$441 0.01% 268
2022
Q4 		$71K Buy
3,680
+27
+0.7% +$520 0.01% 268
2022
Q3 		$68K Buy
3,653
+25
+0.7% +$541 0.01% 270
2022
Q2 		$77K Sell
3,628
-451
-11% -$10.4K 0.01% 266
2022
Q1 		$102K Buy
4,079
+3
+0.1% +$72 0.01% 255
2021
Q4 		$107K Buy
+4,076
New +$100K 0.01% 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
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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Cardiff Park Advisors's SCHH Position: Q3 2023 in Review

Cardiff Park Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 3,735 shares — an estimated $72.9K sold.

Cardiff Park Advisors first reported a position in SCHH in Q4 2021 and held it in 7 quarters. The position peaked at $107K in Q4 2021. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Cardiff Park Advisors reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Cardiff Park Advisors sold 3,735 Schwab US REIT ETF shares in Q3 2023, an estimated $72.9K.
  • Cardiff Park Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 7 quarters.
  • Cardiff Park Advisors's Schwab US REIT ETF position peaked at $107K in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Cardiff Park Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.