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

Choate 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
2021
Q3 		– Sell
-194
Closed -$4K – 336
2021
Q2 		$4K Buy
+194
New +$4.31K ﹤0.01% 331

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Choate Investment Advisors's SCHH Position: Q3 2021 in Review

Choate Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 194 shares — an estimated $4K sold.

Choate Investment Advisors first reported a position in SCHH in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • Choate Investment Advisors reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 194 Schwab US REIT ETF shares in Q3 2021, an estimated $4K.
  • Choate Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab US REIT ETF position peaked at $4K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.