Cornerstone Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Cornerstone Wealth 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 Q4	–	Sell	-257,106	Closed	-$4.56M	–	46
2023 Q3	$4.56M	Sell	257,106 -21,794	-8%	-$419K	1.61%	15
2023 Q2	$5.45M	Sell	278,900 -971	-0.3%	-$18.6K	1.88%	13
2023 Q1	$5.46M	Buy	279,871 +17,032	+6%	+$341K	1.98%	12
2022 Q4	$5.07M	Buy	262,839 +12,125	+5%	+$233K	1.97%	12
2022 Q3	$4.69M	Buy	250,714 +14,754	+6%	+$319K	1.85%	12
2022 Q2	$4.98M	Buy	235,960 +19,644	+9%	+$452K	1.9%	12
2022 Q1	$5.38M	Buy	+216,316	New	+$5.22M	1.86%	12

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cornerstone Wealth Advisors's SCHH Position: Q4 2023 in Review

Cornerstone Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 257,106 shares — an estimated $4.56M sold.

Cornerstone Wealth Advisors first reported a position in SCHH in Q1 2022 and held it in 7 quarters. The position peaked at $5.46M in Q1 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

Cornerstone Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
Cornerstone Wealth Advisors sold 257,106 Schwab US REIT ETF shares in Q4 2023, an estimated $4.56M.
Cornerstone Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 7 quarters.
Cornerstone Wealth Advisors's Schwab US REIT ETF position peaked at $5.46M in Q1 2023.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Cornerstone Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.