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EdgeRock Capital’s Schwab US REIT ETF SCHH Stock Holding History

EdgeRock Capital’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
Q4 		– Sell
-62
Closed -$1K – 326
2022
Q3 		$1K Buy
+62
New +$1.34K ﹤0.01% 362

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 Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

EdgeRock Capital's SCHH Position: Q4 2022 in Review

EdgeRock Capital sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 62 shares — an estimated $1K sold.

EdgeRock Capital first reported a position in SCHH in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • EdgeRock Capital reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 62 Schwab US REIT ETF shares in Q4 2022, an estimated $1K.
  • EdgeRock Capital first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Schwab US REIT ETF position peaked at $1K in Q3 2022.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.