DB Wealth Management Group’s Schwab US REIT ETF SCHH Stock Holding History

DB Wealth Management Group’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	$1.61K	Hold	78	–	–	﹤0.01%	347
2023 Q3	$1.39K	Hold	78	–	–	﹤0.01%	346
2023 Q2	$1.52K	Hold	78	–	–	﹤0.01%	342
2023 Q1	$1.52K	Hold	78	–	–	﹤0.01%	338
2022 Q4	$1.5K	Buy	+78	New	+$1.5K	﹤0.01%	332
2022 Q1	–	Sell	-78	Closed	-$2K	–	376
2021 Q4	$2K	Buy	78 +28	+56%	+$690	﹤0.01%	341
2021 Q3	$1K	Buy	50 +18	+56%	+$429	﹤0.01%	343
2021 Q2	$1K	Hold	32	–	–	﹤0.01%	341
2021 Q1	$1K	Buy	+32	New	+$626	﹤0.01%	361

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

DB Wealth Management Group's SCHH Position: Q4 2023 in Review

DB Wealth Management Group held its Schwab US REIT ETF (SCHH) position steady in Q4 2023 at 78 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

DB Wealth Management Group first reported a position in SCHH in Q1 2021 and has held it in 9 quarters since. The position peaked at $2K in Q4 2021. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

DB Wealth Management Group held 78 shares of Schwab US REIT ETF worth $1.61K as of Q4 2023.
DB Wealth Management Group left its Schwab US REIT ETF share count unchanged in Q4 2023.
Schwab US REIT ETF made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #347 holding.
DB Wealth Management Group first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 9 quarters since.
DB Wealth Management Group's Schwab US REIT ETF position peaked at $2K in Q4 2021.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.