HC
SCHH icon

Hoese & Co’s Schwab US REIT ETF SCHH Stock Holding History

Hoese & Co’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
-900
Closed -$18K – 176
2022
Q4 		$18K Hold
900
– – 0.02% 108
2022
Q3 		$17K Hold
900
– – 0.02% 112
2022
Q2 		$19K Hold
900
– – 0.02% 109
2022
Q1 		$22K Buy
+900
New +$21.7K 0.02% 112

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Hoese & Co's SCHH Position: Q1 2023 in Review

Hoese & Co sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 900 shares — an estimated $18K sold.

Hoese & Co first reported a position in SCHH in Q1 2022 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Hoese & Co reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Hoese & Co sold 900 Schwab US REIT ETF shares in Q1 2023, an estimated $18K.
  • Hoese & Co first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 4 quarters.
  • Hoese & Co's Schwab US REIT ETF position peaked at $22K in Q1 2022.
  • 472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Hoese & Co's 13F filing for Q1 2023, filed 7 Apr 2023.