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Carroll Financial Associates’s Schwab US REIT ETF SCHH Stock Holding History

Carroll Financial 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
2021
Q4 		$50K Hold
1,956
– – ﹤0.01% 729
2021
Q3 		$44K Buy
1,956
+140
+8% +$3.34K ﹤0.01% 776
2021
Q2 		$41K Buy
1,816
+1,800
+11,250% +$40K ﹤0.01% 872
2021
Q1 		$0 Hold
16
– – ﹤0.01% 1747
2020
Q4 		$0 Hold
16
– – ﹤0.01% 1643
2020
Q3 		$0 Hold
16
– – ﹤0.01% 1651
2020
Q2 		$0 Hold
16
– – ﹤0.01% 1666
2020
Q1 		$0 Hold
16
– – ﹤0.01% 1642
2019
Q4 		$0 Hold
16
– – ﹤0.01% 1672
2019
Q3 		$0 Hold
16
– – ﹤0.01% 1682
2019
Q2 		$0 Hold
16
– – ﹤0.01% 1694
2019
Q1 		$0 Sell
16
-16
-50% -$340 ﹤0.01% 1482
2018
Q4 		$0 Buy
32
+16
+100% +$327 ﹤0.01% 1381
2018
Q3 		$0 Hold
16
– – ﹤0.01% 1353
2018
Q2 		$0 Hold
16
– – ﹤0.01% 1318
2018
Q1 		$0 Hold
16
– – ﹤0.01% 1330
2017
Q4 		$0 Hold
16
– – ﹤0.01% 1294
2017
Q3 		$0 Hold
16
– – ﹤0.01% 1252
2017
Q2 		$0 Hold
16
– – ﹤0.01% 1236
2017
Q1 		$0 Hold
16
– – ﹤0.01% 1225
2016
Q4 		$0 Hold
16
– – ﹤0.01% 1211
2016
Q3 		$0 Hold
16
– – ﹤0.01% 1206
2016
Q2 		$0 Buy
+16
New +$330 ﹤0.01% 1207
2015
Q4 		– Sell
-8
Closed – – 1154
2015
Q3 		$0 Hold
8
– – ﹤0.01% 1157
2015
Q2 		$0 Buy
+8
New +$154 ﹤0.01% 1129
2014
Q4 		– Sell
-8
Closed – – 864
2014
Q3 		$0 Hold
8
– – ﹤0.01% 935
2014
Q2 		$0 Hold
8
– – ﹤0.01% 951
2014
Q1 		$0 Hold
8
– – ﹤0.01% 925
2013
Q4 		$0 Hold
8
– – ﹤0.01% 884
2013
Q3 		$0 Hold
8
– – ﹤0.01% 855
2013
Q2 		$0 Buy
+8
New +$135 ﹤0.01% 688

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $424B AUM 22.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Carroll Financial Associates's SCHH Position: Q4 2021 in Review

Carroll Financial Associates held its Schwab US REIT ETF (SCHH) position steady in Q4 2021 at 1,956 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Carroll Financial Associates first reported a position in SCHH in Q2 2013 and has held it in 31 quarters since. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

  • Carroll Financial Associates held 1,956 shares of Schwab US REIT ETF worth $50K as of Q4 2021.
  • Carroll Financial Associates left its Schwab US REIT ETF share count unchanged in Q4 2021.
  • Schwab US REIT ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #729 holding.
  • Carroll Financial Associates first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 31 quarters since.
  • 475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.