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HAP Trading’s Schwab US REIT ETF SCHH Stock Holding History

HAP Trading’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
Q4 		– Sell
-11,072
Closed -$207K – 1825
2022
Q3 		$207K Sell
11,072
-3,647
-25% -$78.9K 0.01% 610
2022
Q2 		$310K Sell
14,719
-32,616
-69% -$751K 0.02% 564
2022
Q1 		$1.18M Sell
47,335
-142,429
-75% -$3.44M 0.05% 306
2021
Q4 		$5M Buy
+189,764
New +$4.68M 0.14% 130
2021
Q1 		– Sell
-31,748
Closed -$603K – 2281
2020
Q4 		$603K Buy
+31,748
New +$587K 0.02% 555
2020
Q3 		– Sell
-117,996
Closed -$2.08M – 1821
2020
Q2 		$2.08M Buy
117,996
+57,930
+96% +$1.01M 0.11% 152
2020
Q1 		$983K Sell
60,066
-63,170
-51% -$1.35M 0.07% 221
2019
Q4 		$2.83M Buy
123,236
+910
+0.7% +$21.2K 0.16% 94
2019
Q3 		$2.88M Buy
122,326
+72,068
+143% +$1.65M 0.24% 80
2019
Q2 		$1.12M Buy
+50,258
New +$1.12M 0.09% 193

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

HAP Trading's SCHH Position: Q4 2022 in Review

HAP Trading sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 11,072 shares — an estimated $207K sold.

HAP Trading first reported a position in SCHH in Q2 2019 and held it in 10 quarters. The position peaked at $5M in Q4 2021. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • HAP Trading reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • HAP Trading sold 11,072 Schwab US REIT ETF shares in Q4 2022, an estimated $207K.
  • HAP Trading first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 10 quarters.
  • HAP Trading's Schwab US REIT ETF position peaked at $5M in Q4 2021.
  • 487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on HAP Trading's 13F filing for Q4 2022, filed 14 Feb 2023.