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Dixon Hughes Goodman Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$64K Buy
2,556
+2,526
+8,420% +$61K 0.02% 284
2021
Q4 		$1K Buy
+30
New +$739 ﹤0.01% 778

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SCHH Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 8,420% in Q1 2022, buying an estimated $61K and bringing the position to 2,556 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #284.

Dixon Hughes Goodman Wealth Advisors first reported a position in SCHH in Q4 2021 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,556 shares of Schwab US REIT ETF worth $64K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 2,526 Schwab US REIT ETF shares in Q1 2022, an estimated $61K.
  • Schwab US REIT ETF made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #284 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.