Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CCM
Crew Capital Management’s
Schwab US REIT ETF
SCHH
Stock Holding History
Crew Capital Management’s Portfolio
SCHH Stock Details
SCHH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-16,292
Closed
-$314K
–
97
2022
Q4
$314K
Sell
16,292
-1,915
-11%
-$36.9K
0.45%
61
2022
Q3
$340K
Hold
18,207
–
–
0.46%
54
2022
Q2
$384K
Sell
18,207
-120
-0.7%
-$2.76K
0.48%
56
2022
Q1
$456K
Sell
18,327
-467
-2%
-$11.3K
0.44%
52
2021
Q4
$495K
Hold
18,794
–
–
0.42%
51
2021
Q3
$429K
Sell
18,794
-660
-3%
-$15.7K
0.4%
52
2021
Q2
$445K
Hold
19,454
–
–
0.42%
54
2021
Q1
$400K
Buy
+19,454
New
+$381K
0.4%
60
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
RA
Rational Advisors
Huntington, New York
$980M AUM
9.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close