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Disciplined Investments’s Schwab US REIT ETF SCHH Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-1,599
Closed -$31.2K – 1282
2023
Q2 		$31.2K Sell
1,599
-2,647
-62% -$50.8K 0.02% 240
2023
Q1 		$82.8K Hold
4,246
– – 0.03% 188
2022
Q4 		$81.9K Buy
4,246
+148
+4% +$2.85K 0.04% 162
2022
Q3 		$77K Buy
4,098
+223
+6% +$4.83K 0.04% 180
2022
Q2 		$82K Buy
3,875
+2
+0.1% +$46 0.04% 177
2022
Q1 		$96K Sell
3,873
-1
-0% -$24 0.04% 176
2021
Q4 		$102K Sell
3,874
-38
-1% -$936 0.05% 154
2021
Q3 		$89K Sell
3,912
-136
-3% -$3.24K 0.04% 154
2021
Q2 		$93K Sell
4,048
-676
-14% -$15K 0.05% 152
2021
Q1 		$97K Buy
4,724
+54
+1% +$1.06K 0.06% 135
2020
Q4 		$89K Sell
4,670
-1,308
-22% -$24.2K 0.06% 121
2020
Q3 		$106K Buy
5,978
+10
+0.2% +$180 0.08% 119
2020
Q2 		$105K Sell
5,968
-54
-0.9% -$938 0.08% 117
2020
Q1 		$99K Buy
6,022
+508
+9% +$10.8K 0.09% 114
2019
Q4 		$127K Buy
+5,514
New +$128K 0.11% 108

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Disciplined Investments's SCHH Position: Q3 2023 in Review

Disciplined Investments sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 1,599 shares — an estimated $31.2K sold.

Disciplined Investments first reported a position in SCHH in Q4 2019 and held it in 15 quarters. The position peaked at $127K in Q4 2019. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Disciplined Investments reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,599 Schwab US REIT ETF shares in Q3 2023, an estimated $31.2K.
  • Disciplined Investments first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Schwab US REIT ETF position peaked at $127K in Q4 2019.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.