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Enterprise Financial Services Corp (EFSC)’s Schwab US REIT ETF SCHH Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q4 		– Sell
-20,842
Closed -$476K – 443
2021
Q3 		$476K Buy
20,842
+5,842
+39% +$139K 0.06% 190
2021
Q2 		$343K Hold
15,000
– – 0.05% 177
2021
Q1 		$308K Hold
15,000
– – 0.05% 175
2020
Q4 		$285K Hold
15,000
– – 0.05% 182
2020
Q3 		$265K Sell
15,000
-400
-3% -$7.2K 0.05% 180
2020
Q2 		$271K Hold
15,400
– – 0.06% 170
2020
Q1 		$252K Sell
15,400
-1,984
-11% -$42.3K 0.06% 166
2019
Q4 		$400K Sell
17,384
-220
-1% -$5.13K 0.09% 148
2019
Q3 		$415K Hold
17,604
– – 0.09% 135
2019
Q2 		$391K Sell
17,604
-802
-4% -$17.9K 0.08% 150
2019
Q1 		$409K Buy
18,406
+15,308
+494% +$325K 0.09% 146
2018
Q4 		$60K Hold
3,098
– – 0.04% 209
2018
Q3 		$65K Sell
3,098
-116
-4% -$2.45K 0.03% 235
2018
Q2 		$67K Sell
3,214
-2,422
-43% -$47.9K 0.03% 240
2018
Q1 		$108K Sell
5,636
-268
-5% -$5.17K 0.06% 186
2017
Q4 		$123K Hold
5,904
– – 0.06% 182
2017
Q3 		$121K Hold
5,904
– – 0.06% 185
2017
Q2 		$122K Hold
5,904
– – 0.06% 186
2017
Q1 		$120K Buy
+5,904
New +$121K 0.06% 183

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SCHH Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab US REIT ETF (SCHH) in Q4 2021, closing a stake of 20,842 shares — an estimated $476K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHH in Q1 2017 and held it in 19 quarters. The position peaked at $476K in Q3 2021. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Schwab US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 20,842 Schwab US REIT ETF shares in Q4 2021, an estimated $476K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 19 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Schwab US REIT ETF position peaked at $476K in Q3 2021.
  • 475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.