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Carolina Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Carolina Wealth 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
2021
Q2 		– Sell
-172
Closed -$4K – 311
2021
Q1 		$4K Buy
+172
New +$3.36K ﹤0.01% 259

Other funds holding SCHH

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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Carolina Wealth Advisors's SCHH Position: Q2 2021 in Review

Carolina Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2021, closing a stake of 172 shares — an estimated $4K sold.

Carolina Wealth Advisors first reported a position in SCHH in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 402 funds tracked by Wall St. Rank hold SCHH as of Q2 2021.

  • Carolina Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 172 Schwab US REIT ETF shares in Q2 2021, an estimated $4K.
  • Carolina Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 1 quarter.
  • Carolina Wealth Advisors's Schwab US REIT ETF position peaked at $4K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2021.

Based on Carolina Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.