ETFidea’s Schwab US REIT ETF SCHH Stock Holding History

ETFidea’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 Q1	–	Sell	-7,700	Closed	-$203K	–	113
2021 Q4	$203K	Buy	+7,700	New	+$190K	0.08%	109

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ETFidea's SCHH Position: Q1 2022 in Review

ETFidea sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 7,700 shares — an estimated $203K sold.

ETFidea first reported a position in SCHH in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

ETFidea reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
ETFidea sold 7,700 Schwab US REIT ETF shares in Q1 2022, an estimated $203K.
ETFidea first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 1 quarter.
ETFidea's Schwab US REIT ETF position peaked at $203K in Q4 2021.
465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on ETFidea's 13F filing for Q1 2022, filed 25 Jan 2023.