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CKW Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

CKW Financial Group’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
-678
Closed -$16K – 243
2021
Q2 		$16K Buy
+678
New +$15.1K ﹤0.01% 180

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Creative Planning
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
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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

CKW Financial Group's SCHH Position: Q3 2021 in Review

CKW Financial Group sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 678 shares — an estimated $16K sold.

CKW Financial Group first reported a position in SCHH in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • CKW Financial Group reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • CKW Financial Group sold 678 Schwab US REIT ETF shares in Q3 2021, an estimated $16K.
  • CKW Financial Group first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 1 quarter.
  • CKW Financial Group's Schwab US REIT ETF position peaked at $16K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on CKW Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.