HF
SCHH icon

Halpern Financial’s Schwab US REIT ETF SCHH Stock Holding History

Halpern Financial’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
-66
Closed -$1.64K – 342
2022
Q1 		$1.64K Hold
66
– – ﹤0.01% 205
2021
Q4 		$1.74K Buy
+66
New +$1.63K ﹤0.01% 227
2020
Q1 		– Sell
-2,872
Closed -$66K – 187
2019
Q4 		$66K Buy
+2,872
New +$66.9K 0.05% 52

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

Halpern Financial's SCHH Position: Q2 2022 in Review

Halpern Financial sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 66 shares — an estimated $1.64K sold.

Halpern Financial first reported a position in SCHH in Q4 2019 and held it in 3 quarters. The position peaked at $66K in Q4 2019. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

  • Halpern Financial reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Halpern Financial sold 66 Schwab US REIT ETF shares in Q2 2022, an estimated $1.64K.
  • Halpern Financial first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 3 quarters.
  • Halpern Financial's Schwab US REIT ETF position peaked at $66K in Q4 2019.
  • 464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.