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Column Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Column Capital 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
Q3 		$33.9K Hold
1,908
– – 0.01% 372
2023
Q2 		$37.3K Buy
1,908
+20
+1% +$383 0.01% 358
2023
Q1 		$36.8K Hold
1,888
– – 0.01% 360
2022
Q4 		$36.4K Buy
1,888
+50
+3% +$962 0.01% 344
2022
Q3 		$34K Sell
1,838
-30,902
-94% -$669K 0.01% 325
2022
Q2 		$690K Buy
32,740
+452
+1% +$10.4K 0.13% 53
2022
Q1 		$804K Buy
32,288
+30,860
+2,161% +$745K 0.15% 55
2021
Q4 		$38K Buy
1,428
+40
+3% +$986 0.01% 338
2021
Q3 		$32K Buy
1,388
+4
+0.3% +$95 0.01% 332
2021
Q2 		$32K Buy
1,384
+120
+9% +$2.67K 0.01% 330
2021
Q1 		$26K Buy
1,264
+60
+5% +$1.17K 0.01% 350
2020
Q4 		$23K Buy
1,204
+16
+1% +$296 0.01% 367
2020
Q3 		$21K Buy
1,188
+24
+2% +$432 0.01% 357
2020
Q2 		$20K Hold
1,164
– – 0.01% 380
2020
Q1 		$19K Sell
1,164
-3,874
-77% -$82.7K 0.01% 319
2019
Q4 		$115K Buy
+5,038
New +$117K 0.06% 131

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
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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Column Capital Advisors's SCHH Position: Q3 2023 in Review

Column Capital Advisors held its Schwab US REIT ETF (SCHH) position steady in Q3 2023 at 1,908 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #372.

Column Capital Advisors first reported a position in SCHH in Q4 2019 and has held it in 16 quarters since. The position peaked at $804K in Q1 2022. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Column Capital Advisors held 1,908 shares of Schwab US REIT ETF worth $33.9K as of Q3 2023.
  • Column Capital Advisors left its Schwab US REIT ETF share count unchanged in Q3 2023.
  • Schwab US REIT ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #372 holding.
  • Column Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Schwab US REIT ETF position peaked at $804K in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.