Gould Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Gould Asset 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 Q3	–	Sell	-16,335	Closed	-$319K	–	151
2023 Q2	$319K	Hold	16,335	–	–	0.09%	113
2023 Q1	$319K	Buy	16,335 +120	+0.7%	+$2.4K	0.09%	110
2022 Q4	$313K	Buy	+16,215	New	+$312K	0.09%	114
2016 Q4	–	Sell	-13,190	Closed	-$281K	–	117
2016 Q3	$281K	Buy	+13,190	New	+$289K	0.15%	77
2016 Q2	–	Sell	-15,690	Closed	-$325K	–	105
2016 Q1	$325K	Buy	+15,690	New	+$302K	0.18%	69

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 Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Gould Asset Management's SCHH Position: Q3 2023 in Review

Gould Asset Management sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 16,335 shares — an estimated $319K sold.

Gould Asset Management first reported a position in SCHH in Q1 2016 and held it in 5 quarters. The position peaked at $325K in Q1 2016. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

Gould Asset Management reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
Gould Asset Management sold 16,335 Schwab US REIT ETF shares in Q3 2023, an estimated $319K.
Gould Asset Management first reported a position in Schwab US REIT ETF in Q1 2016 and held it in 5 quarters.
Gould Asset Management's Schwab US REIT ETF position peaked at $325K in Q1 2016.
460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Gould Asset Management's 13F filing for Q3 2023, filed 24 Oct 2023.