EI
SCHH icon

Ellevest Inc’s Schwab US REIT ETF SCHH Stock Holding History

Ellevest Inc’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
-590
Closed -$11.5K – 1382
2023
Q1 		$11.5K Sell
590
-569
-49% -$11.4K ﹤0.01% 1002
2022
Q4 		$22.4K Buy
1,159
+1,009
+673% +$19.4K ﹤0.01% 824
2022
Q3 		$3K Hold
150
– – ﹤0.01% 1295
2022
Q2 		$3K Hold
150
– – ﹤0.01% 1113
2022
Q1 		$4K Hold
150
– – ﹤0.01% 1097
2021
Q4 		$4K Sell
150
-270
-64% -$6.65K ﹤0.01% 1068
2021
Q3 		$10K Buy
420
+418
+20,900% +$9.97K ﹤0.01% 823
2021
Q2 		$0 Buy
+2
New +$44 ﹤0.01% 1400

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ellevest Inc's SCHH Position: Q2 2023 in Review

Ellevest Inc sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 590 shares — an estimated $11.5K sold.

Ellevest Inc first reported a position in SCHH in Q2 2021 and held it in 8 quarters. The position peaked at $22.4K in Q4 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Ellevest Inc reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 590 Schwab US REIT ETF shares in Q2 2023, an estimated $11.5K.
  • Ellevest Inc first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 8 quarters.
  • Ellevest Inc's Schwab US REIT ETF position peaked at $22.4K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.