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Clearstead Trust’s Schwab US REIT ETF SCHH Stock Holding History

Clearstead Trust’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
Q1 		– Sell
-895
Closed -$17K – 394
2022
Q4 		$17K Buy
+895
New +$17.2K 0.01% 287

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
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
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Clearstead Trust's SCHH Position: Q1 2023 in Review

Clearstead Trust sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 895 shares — an estimated $17K sold.

Clearstead Trust first reported a position in SCHH in Q4 2022 and held it in 1 quarter. The position peaked at $17K in Q4 2022. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Clearstead Trust reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Clearstead Trust sold 895 Schwab US REIT ETF shares in Q1 2023, an estimated $17K.
  • Clearstead Trust first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Clearstead Trust's Schwab US REIT ETF position peaked at $17K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Clearstead Trust's 13F filing for Q1 2023, filed 10 May 2023.