Glassman Wealth Services’s Schwab US REIT ETF SCHH Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-514	Closed	-$10K	–	1995
2023 Q1	$10K	Buy	+514	New	+$10.3K	﹤0.01%	823
2022 Q1	–	Sell	-92	Closed	-$2K	–	1907
2021 Q4	$2K	Buy	92 +68	+283%	+$1.68K	﹤0.01%	1237
2021 Q3	$1K	Buy	+24	New	+$572	﹤0.01%	1452
2020 Q2	–	Sell	-200	Closed	-$3K	–	1493
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	636
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	590
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	541
2019 Q2	$4K	Sell	200 -240	-55%	-$5.36K	﹤0.01%	602
2019 Q1	$10K	Buy	440 +240	+120%	+$5.09K	﹤0.01%	451
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	469
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	507
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	470
2018 Q1	$4K	Buy	+200	New	+$3.85K	﹤0.01%	463

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Glassman Wealth Services's SCHH Position: Q2 2023 in Review

Glassman Wealth Services sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 514 shares — an estimated $10K sold.

Glassman Wealth Services first reported a position in SCHH in Q1 2018 and held it in 12 quarters. The position peaked at $10K in Q1 2023. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Glassman Wealth Services reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 514 Schwab US REIT ETF shares in Q2 2023, an estimated $10K.
Glassman Wealth Services first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 12 quarters.
Glassman Wealth Services's Schwab US REIT ETF position peaked at $10K in Q1 2023.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.