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Homrich & Berg’s Schwab US REIT ETF SCHH Stock Holding History

Homrich & Berg’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 		$387K Sell
16,944
-2,132
-11% -$50.8K 0.01% 327
2021
Q2 		$437K Sell
19,076
-2,228
-10% -$49.5K 0.01% 308
2021
Q1 		$438K Sell
21,304
-9,296
-30% -$182K 0.01% 288
2020
Q4 		$581K Buy
+30,600
New +$566K 0.02% 253

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.09B AUM 11.58% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Homrich & Berg's SCHH Position: Q3 2021 in Review

Homrich & Berg reduced its Schwab US REIT ETF (SCHH) stake by 11% in Q3 2021, selling an estimated $50.8K and leaving 16,944 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #327.

Homrich & Berg first reported a position in SCHH in Q4 2020 and has held it in 4 quarters since. The position peaked at $581K in Q4 2020. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • Homrich & Berg held 16,944 shares of Schwab US REIT ETF worth $387K as of Q3 2021.
  • Homrich & Berg sold 2,132 Schwab US REIT ETF shares in Q3 2021, an estimated $50.8K.
  • Schwab US REIT ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #327 holding.
  • Homrich & Berg first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 4 quarters since.
  • Homrich & Berg's Schwab US REIT ETF position peaked at $581K in Q4 2020.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.