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Hengehold Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Hengehold Capital 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
2022
Q2 		– Sell
-8,607
Closed -$214K – 170
2022
Q1 		$214K Buy
8,607
+303
+4% +$7.31K 0.03% 154
2021
Q4 		$219K Buy
+8,304
New +$205K 0.03% 159
2020
Q4 		– Sell
-11,526
Closed -$204K – 141
2020
Q3 		$204K Sell
11,526
-1,520
-12% -$27.4K 0.03% 126
2020
Q2 		$230K Sell
13,046
-1,066
-8% -$18.5K 0.04% 113
2020
Q1 		$231K Sell
14,112
-670
-5% -$14.3K 0.05% 103
2019
Q4 		$340K Sell
14,782
-1,710
-10% -$39.8K 0.06% 98
2019
Q3 		$389K Buy
16,492
+122
+0.7% +$2.8K 0.07% 84
2019
Q2 		$364K Sell
16,370
-212
-1% -$4.73K 0.07% 88
2019
Q1 		$368K Sell
16,582
-370
-2% -$7.85K 0.09% 81
2018
Q4 		$326K Hold
16,952
– – 0.1% 76
2018
Q3 		$354K Sell
16,952
-670
-4% -$14.2K 0.09% 75
2018
Q2 		$368K Sell
17,622
-1,448
-8% -$28.6K 0.1% 73
2018
Q1 		$365K Sell
19,070
-310
-2% -$5.97K 0.1% 75
2017
Q4 		$403K Sell
19,380
-1,080
-5% -$22.5K 0.11% 78
2017
Q3 		$421K Buy
20,460
+24
+0.1% +$494 0.11% 74
2017
Q2 		$421K Hold
20,436
– – 0.12% 75
2017
Q1 		$417K Buy
20,436
+96
+0.5% +$1.97K 0.12% 81
2016
Q4 		$417K Buy
+20,340
New +$408K 0.13% 80

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

Hengehold Capital Management's SCHH Position: Q2 2022 in Review

Hengehold Capital Management sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 8,607 shares — an estimated $214K sold.

Hengehold Capital Management first reported a position in SCHH in Q4 2016 and held it in 18 quarters. The position peaked at $421K in Q3 2017. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

  • Hengehold Capital Management reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Hengehold Capital Management sold 8,607 Schwab US REIT ETF shares in Q2 2022, an estimated $214K.
  • Hengehold Capital Management first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 18 quarters.
  • Hengehold Capital Management's Schwab US REIT ETF position peaked at $421K in Q3 2017.
  • 464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Hengehold Capital Management's 13F filing for Q2 2022, filed 22 Jul 2022.