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Financial Connections Group’s Schwab US REIT ETF SCHH Stock Holding History

Financial Connections Group’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
-14
Closed – – 297
2021
Q4 		$0 Buy
+14
New +$345 ﹤0.01% 302

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Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RA
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Connections Group's SCHH Position: Q1 2022 in Review

Financial Connections Group sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 14 shares.

Financial Connections Group first reported a position in SCHH in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Financial Connections Group reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Connections Group sold 14 Schwab US REIT ETF shares in Q1 2022.
  • Financial Connections Group first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Financial Connections Group's Schwab US REIT ETF position peaked at $0 in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Financial Connections Group's 13F filing for Q1 2022, filed 29 Apr 2022.