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COWA LLC’s Schwab US REIT ETF SCHH Stock Holding History

COWA LLC’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
2022
Q4 		– Sell
-2,960
Closed -$55K – 285
2022
Q3 		$55K Buy
+2,960
New +$64K 0.04% 180

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 Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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

COWA LLC's SCHH Position: Q4 2022 in Review

COWA LLC sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 2,960 shares — an estimated $55K sold.

COWA LLC first reported a position in SCHH in Q3 2022 and held it in 1 quarter. The position peaked at $55K in Q3 2022. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • COWA LLC reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • COWA LLC sold 2,960 Schwab US REIT ETF shares in Q4 2022, an estimated $55K.
  • COWA LLC first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 1 quarter.
  • COWA LLC's Schwab US REIT ETF position peaked at $55K in Q3 2022.
  • 487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.