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Eagle Bay Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Eagle Bay 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 		– Sell
-166
Closed -$4K – 844
2021
Q4 		$4K Hold
166
– – ﹤0.01% 840
2021
Q3 		$4K Hold
166
– – ﹤0.01% 878
2021
Q2 		$4K Buy
+166
New +$3.69K ﹤0.01% 781

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $202B AUM 37.79% 1-Year Est. Return

Eagle Bay Advisors's SCHH Position: Q1 2022 in Review

Eagle Bay Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 166 shares — an estimated $4K sold.

Eagle Bay Advisors first reported a position in SCHH in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Eagle Bay Advisors reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Eagle Bay Advisors sold 166 Schwab US REIT ETF shares in Q1 2022, an estimated $4K.
  • Eagle Bay Advisors first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 3 quarters.
  • Eagle Bay Advisors's Schwab US REIT ETF position peaked at $4K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Eagle Bay Advisors's 13F filing for Q1 2022, filed 11 May 2022.