Edmond de Rothschild Holding’s Schwab US REIT ETF SCHH Stock Holding History

Edmond de Rothschild Holding’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 Q2	–	Sell	-460	Closed	-$8.97K	–	750
2023 Q1	$8.97K	Hold	460	–	–	﹤0.01%	693
2022 Q4	$8.87K	Hold	460	–	–	﹤0.01%	746
2022 Q3	$9K	Sell	460 -240	-34%	-$5.19K	﹤0.01%	781
2022 Q2	$15K	Hold	700	–	–	﹤0.01%	746
2022 Q1	$17K	Hold	700	–	–	﹤0.01%	753
2021 Q4	$18K	Hold	700	–	–	﹤0.01%	772
2021 Q3	$16K	Hold	700	–	–	﹤0.01%	765
2021 Q2	$16K	Hold	700	–	–	﹤0.01%	736
2021 Q1	$14K	Hold	700	–	–	﹤0.01%	681
2020 Q4	$13K	Hold	700	–	–	﹤0.01%	609
2020 Q3	$12K	Hold	700	–	–	﹤0.01%	585
2020 Q2	$12K	Buy	+700	New	+$12.2K	﹤0.01%	573

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Edmond de Rothschild Holding's SCHH Position: Q2 2023 in Review

Edmond de Rothschild Holding sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 460 shares — an estimated $8.97K sold.

Edmond de Rothschild Holding first reported a position in SCHH in Q2 2020 and held it in 12 quarters. The position peaked at $18K in Q4 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Edmond de Rothschild Holding reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 460 Schwab US REIT ETF shares in Q2 2023, an estimated $8.97K.
Edmond de Rothschild Holding first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 12 quarters.
Edmond de Rothschild Holding's Schwab US REIT ETF position peaked at $18K in Q4 2021.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2023, filed 9 Aug 2023.