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Cetera Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Cetera 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
-11,023
Closed -$215K – 1748
2023
Q1 		$215K Sell
11,023
-384
-3% -$7.69K ﹤0.01% 1461
2022
Q4 		$220K Sell
11,407
-16
-0.1% -$308 ﹤0.01% 1395
2022
Q3 		$213K Buy
11,423
+1,788
+19% +$38.7K 0.01% 1111
2022
Q2 		$203K Sell
9,635
-74
-0.8% -$1.7K ﹤0.01% 1233
2022
Q1 		$242K Buy
9,709
+95
+1% +$2.29K ﹤0.01% 1211
2021
Q4 		$253K Sell
9,614
-206
-2% -$5.08K 0.01% 1199
2021
Q3 		$224K Sell
9,820
-472
-5% -$11.3K ﹤0.01% 1258
2021
Q2 		$236K Buy
+10,292
New +$229K 0.01% 1158
2020
Q1 		– Sell
-37,598
Closed -$867K – 940
2019
Q4 		$867K Sell
37,598
-2,328
-6% -$54.2K 0.04% 408
2019
Q3 		$939K Buy
39,926
+2,760
+7% +$63.3K 0.04% 372
2019
Q2 		$830K Buy
37,166
+1,222
+3% +$27.3K 0.04% 424
2019
Q1 		$803K Buy
35,944
+464
+1% +$9.85K 0.04% 376
2018
Q4 		$678K Buy
35,480
+2,962
+9% +$60.5K 0.04% 401
2018
Q3 		$679K Buy
32,518
+11,060
+52% +$234K 0.03% 457
2018
Q2 		$452K Buy
21,458
+442
+2% +$8.74K 0.03% 533
2018
Q1 		$398K Sell
21,016
-334
-2% -$6.44K 0.02% 530
2017
Q4 		$446K Buy
21,350
+9,854
+86% +$205K 0.03% 473
2017
Q3 		$238K Buy
11,496
+394
+4% +$8.12K 0.01% 694
2017
Q2 		$230K Buy
+11,102
New +$228K 0.01% 691
2014
Q3 		– Sell
-44,700
Closed -$797K – 647
2014
Q2 		$797K Buy
44,700
+570
+1% +$9.87K 0.09% 259
2014
Q1 		$730K Buy
+44,130
New +$707K 0.1% 227

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 Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Advisors's SCHH Position: Q2 2023 in Review

Cetera Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 11,023 shares — an estimated $215K sold.

Cetera Advisors first reported a position in SCHH in Q1 2014 and held it in 21 quarters. The position peaked at $939K in Q3 2019. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Cetera Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Cetera Advisors sold 11,023 Schwab US REIT ETF shares in Q2 2023, an estimated $215K.
  • Cetera Advisors first reported a position in Schwab US REIT ETF in Q1 2014 and held it in 21 quarters.
  • Cetera Advisors's Schwab US REIT ETF position peaked at $939K in Q3 2019.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Cetera Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.