EFS
SCHH icon

Econ Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-12,028
Closed -$232K – 96
2022
Q4 		$232K Buy
12,028
+99
+0.8% +$1.91K 0.24% 52
2022
Q3 		$223K Buy
+11,929
New +$258K 0.18% 68
2019
Q1 		– Sell
-48,090
Closed -$926K – 79
2018
Q4 		$926K Buy
+48,090
New +$982K 1.41% 27

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Econ Financial Services's SCHH Position: Q1 2023 in Review

Econ Financial Services sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 12,028 shares — an estimated $232K sold.

Econ Financial Services first reported a position in SCHH in Q4 2018 and held it in 3 quarters. The position peaked at $926K in Q4 2018. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Econ Financial Services reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Econ Financial Services sold 12,028 Schwab US REIT ETF shares in Q1 2023, an estimated $232K.
  • Econ Financial Services first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 3 quarters.
  • Econ Financial Services's Schwab US REIT ETF position peaked at $926K in Q4 2018.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Econ Financial Services's 13F filing for Q1 2023, filed 21 Apr 2023.