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FLC Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

FLC Capital Advisors’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
Q4 		– Sell
-110,285
Closed -$1.96M – 159
2023
Q3 		$1.96M Sell
110,285
-4,134
-4% -$79.5K 0.59% 39
2023
Q2 		$2.23M Buy
114,419
+7,650
+7% +$147K 0.65% 37
2023
Q1 		$2.08M Buy
106,769
+458
+0.4% +$9.17K 0.64% 39
2022
Q4 		$2.05M Buy
+106,311
New +$2.05M 0.64% 37

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

FLC Capital Advisors's SCHH Position: Q4 2023 in Review

FLC Capital Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 110,285 shares — an estimated $1.96M sold.

FLC Capital Advisors first reported a position in SCHH in Q4 2022 and held it in 4 quarters. The position peaked at $2.23M in Q2 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • FLC Capital Advisors reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • FLC Capital Advisors sold 110,285 Schwab US REIT ETF shares in Q4 2023, an estimated $1.96M.
  • FLC Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 4 quarters.
  • FLC Capital Advisors's Schwab US REIT ETF position peaked at $2.23M in Q2 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on FLC Capital Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.