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

Cascade 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
2023
Q2 		– Sell
-23
Closed -$449 – 197
2023
Q1 		$449 Buy
+23
New +$461 ﹤0.01% 235

Other funds holding SCHH

CSIA
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cascade Investment Advisors's SCHH Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 23 shares — an estimated $449 sold.

Cascade Investment Advisors first reported a position in SCHH in Q1 2023 and held it in 1 quarter. The position peaked at $449 in Q1 2023. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 23 Schwab US REIT ETF shares in Q2 2023, an estimated $449.
  • Cascade Investment Advisors first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 1 quarter.
  • Cascade Investment Advisors's Schwab US REIT ETF position peaked at $449 in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.