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Financial Advocates Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-12,609
Closed -$243K – 810
2022
Q4 		$243K Buy
+12,609
New +$243K 0.02% 615
2020
Q1 		– Sell
-162,832
Closed -$3.74M – 536
2019
Q4 		$3.74M Buy
162,832
+4,782
+3% +$111K 0.4% 64
2019
Q3 		$3.73M Buy
158,050
+28,430
+22% +$652K 0.43% 57
2019
Q2 		$2.88M Buy
+129,620
New +$2.89M 0.33% 73

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 $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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 $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Financial Advocates Investment Management's SCHH Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 12,609 shares — an estimated $243K sold.

Financial Advocates Investment Management first reported a position in SCHH in Q2 2019 and held it in 4 quarters. The position peaked at $3.74M in Q4 2019. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,609 Schwab US REIT ETF shares in Q1 2023, an estimated $243K.
  • Financial Advocates Investment Management first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 4 quarters.
  • Financial Advocates Investment Management's Schwab US REIT ETF position peaked at $3.74M in Q4 2019.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.