Gunma Bank’s Schwab US REIT ETF SCHH Stock Holding History

Gunma Bank’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	-221,000	Closed	-$3.92M	–	25
2023 Q3	$3.92M	Hold	221,000	–	–	2.86%	18
2023 Q2	$4.32M	Hold	221,000	–	–	2.92%	18
2023 Q1	$4.31M	Hold	221,000	–	–	1.9%	29
2022 Q4	$4.26M	Hold	221,000	–	–	2.12%	20
2022 Q3	$4.13M	Hold	221,000	–	–	2.52%	13
2022 Q2	$4.66M	Buy	221,000 +95,000	+75%	+$2.19M	1.97%	19
2022 Q1	$3.14M	Buy	126,000 +42,000	+50%	+$1.01M	7.42%	7
2021 Q4	$2.21M	Sell	84,000 -56,000	-40%	-$1.38M	1.94%	20
2021 Q3	$3.2M	Buy	+140,000	New	+$3.34M	1.77%	21

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Gunma Bank's SCHH Position: Q4 2023 in Review

Gunma Bank sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 221,000 shares — an estimated $3.92M sold.

Gunma Bank first reported a position in SCHH in Q3 2021 and held it in 9 quarters. The position peaked at $4.66M in Q2 2022. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

Gunma Bank reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
Gunma Bank sold 221,000 Schwab US REIT ETF shares in Q4 2023, an estimated $3.92M.
Gunma Bank first reported a position in Schwab US REIT ETF in Q3 2021 and held it in 9 quarters.
Gunma Bank's Schwab US REIT ETF position peaked at $4.66M in Q2 2022.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Gunma Bank's 13F filing for Q4 2023, filed 23 Jan 2024.