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Frank Rimerman Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Frank Rimerman 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
2022
Q2 		– Sell
-8,344
Closed -$208K – 120
2022
Q1 		$208K Hold
8,344
– – 0.07% 119
2021
Q4 		$220K Buy
+8,344
New +$206K 0.07% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $173B AUM 20.72% 1-Year Est. Return

Frank Rimerman Advisors's SCHH Position: Q2 2022 in Review

Frank Rimerman Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 8,344 shares — an estimated $208K sold.

Frank Rimerman Advisors first reported a position in SCHH in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

  • Frank Rimerman Advisors reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Frank Rimerman Advisors sold 8,344 Schwab US REIT ETF shares in Q2 2022, an estimated $208K.
  • Frank Rimerman Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 2 quarters.
  • Frank Rimerman Advisors's Schwab US REIT ETF position peaked at $220K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Frank Rimerman Advisors's 13F filing for Q2 2022, filed 7 Sep 2023.