Harborview Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Harborview Advisors’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
2021 Q3	$262K	Buy	11,486 +1,196	+12%	+$28.5K	0.15%	96
2021 Q2	$236K	Buy	+10,290	New	+$229K	0.13%	96
2020 Q4	–	Sell	-12,202	Closed	-$216K	–	97
2020 Q3	$216K	Buy	12,202 +566	+5%	+$10.2K	0.16%	87
2020 Q2	$205K	Buy	+11,636	New	+$202K	0.17%	83
2020 Q1	–	Sell	-13,078	Closed	-$301K	–	91
2019 Q4	$301K	Buy	13,078 +534	+4%	+$12.4K	0.23%	63
2019 Q3	$296K	Buy	12,544 +836	+7%	+$19.2K	0.24%	61
2019 Q2	$260K	Buy	11,708 +444	+4%	+$9.91K	0.21%	68
2019 Q1	$250K	Buy	+11,264	New	+$239K	0.22%	62

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Harborview Advisors's SCHH Position: Q3 2021 in Review

Harborview Advisors increased its Schwab US REIT ETF (SCHH) stake by 12% in Q3 2021, buying an estimated $28.5K and bringing the position to 11,486 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #96.

Harborview Advisors first reported a position in SCHH in Q1 2019 and has held it in 8 quarters since. The position peaked at $301K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

Harborview Advisors held 11,486 shares of Schwab US REIT ETF worth $262K as of Q3 2021.
Harborview Advisors bought 1,196 Schwab US REIT ETF shares in Q3 2021, an estimated $28.5K.
Schwab US REIT ETF made up 0.15% of Harborview Advisors's portfolio in Q3 2021, its #96 holding.
Harborview Advisors first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 8 quarters since.
Harborview Advisors's Schwab US REIT ETF position peaked at $301K in Q4 2019.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.