DDD Partners’s Schwab US REIT ETF SCHH Stock Holding History

DDD Partners’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	-36,399	Closed	-$647K	–	89
2023 Q3	$647K	Buy	36,399 +1,184	+3%	+$22.8K	0.09%	59
2023 Q2	$688K	Buy	35,215 +413	+1%	+$7.92K	0.1%	56
2023 Q1	$679K	Buy	34,802 +6,288	+22%	+$126K	0.11%	53
2022 Q4	$550K	Buy	28,514 +71	+0.2%	+$1.37K	0.09%	51
2022 Q3	$532K	Buy	28,443 +1,831	+7%	+$39.6K	0.1%	54
2022 Q2	$561K	Buy	26,612 +1,441	+6%	+$33.2K	0.1%	48
2022 Q1	$627K	Buy	25,171 +1,515	+6%	+$36.6K	0.09%	50
2021 Q4	$623K	Buy	23,656 +806	+4%	+$19.9K	0.09%	54
2021 Q3	$522K	Buy	22,850 +220	+1%	+$5.25K	0.08%	53
2021 Q2	$518K	Buy	22,630 +2,206	+11%	+$49K	0.08%	50
2021 Q1	$420K	Buy	20,424 +1,020	+5%	+$19.9K	0.07%	52
2020 Q4	$368K	Buy	19,404 +5,158	+36%	+$95.4K	0.07%	45
2020 Q3	$252K	Buy	14,246 +574	+4%	+$10.3K	0.07%	44
2020 Q2	$241K	Buy	+13,672	New	+$237K	0.07%	39

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

DDD Partners's SCHH Position: Q4 2023 in Review

DDD Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 36,399 shares — an estimated $647K sold.

DDD Partners first reported a position in SCHH in Q2 2020 and held it in 14 quarters. The position peaked at $688K in Q2 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

DDD Partners reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
DDD Partners sold 36,399 Schwab US REIT ETF shares in Q4 2023, an estimated $647K.
DDD Partners first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 14 quarters.
DDD Partners's Schwab US REIT ETF position peaked at $688K in Q2 2023.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on DDD Partners's 13F filing for Q4 2023, filed 18 Jan 2024.