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HB Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

HB Wealth 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
Q1 		– Sell
-10,103
Closed -$195K – 736
2022
Q4 		$195K Sell
10,103
-881
-8% -$17K ﹤0.01% 653
2022
Q3 		$205K Buy
+10,984
New +$238K ﹤0.01% 542
2022
Q2 		– Sell
-13,482
Closed -$336K – 615
2022
Q1 		$336K Sell
13,482
-2,830
-17% -$68.3K 0.01% 426
2021
Q4 		$430K Buy
+16,312
New +$402K 0.01% 330

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

HB Wealth Management's SCHH Position: Q1 2023 in Review

HB Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 10,103 shares — an estimated $195K sold.

HB Wealth Management first reported a position in SCHH in Q4 2021 and held it in 4 quarters. The position peaked at $430K in Q4 2021. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • HB Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • HB Wealth Management sold 10,103 Schwab US REIT ETF shares in Q1 2023, an estimated $195K.
  • HB Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 4 quarters.
  • HB Wealth Management's Schwab US REIT ETF position peaked at $430K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on HB Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.