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Cary Street Partners Investment Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-663
Closed -$11.8K – 1601
2023
Q3 		$11.8K Buy
663
+67
+11% +$1.29K ﹤0.01% 1255
2023
Q2 		$11.6K Hold
596
– – ﹤0.01% 1198
2023
Q1 		$11.6K Hold
596
– – ﹤0.01% 1107
2022
Q4 		$11.5K Buy
+596
New +$11.5K ﹤0.01% 1112

Other funds holding SCHH

CSIA
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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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 663 shares — an estimated $11.8K sold.

Cary Street Partners Investment Advisory first reported a position in SCHH in Q4 2022 and held it in 4 quarters. The position peaked at $11.8K in Q3 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 663 Schwab US REIT ETF shares in Q4 2023, an estimated $11.8K.
  • Cary Street Partners Investment Advisory first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Schwab US REIT ETF position peaked at $11.8K in Q3 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.