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SCHH icon

Hudock Inc’s Schwab US REIT ETF SCHH Stock Holding History

Hudock Inc’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 		– Sell
-1,192
Closed -$27K – 883
2021
Q2 		$27K Buy
1,192
+4
+0.3% +$89 0.01% 406
2021
Q1 		$24K Buy
1,188
+6
+0.5% +$117 0.01% 424
2020
Q4 		$22K Buy
1,182
+12
+1% +$222 0.01% 419
2020
Q3 		$20K Buy
1,170
+8
+0.7% +$144 0.01% 378
2020
Q2 		$20K Buy
1,162
+8
+0.7% +$139 0.01% 372
2020
Q1 		$18K Buy
1,154
+4
+0.3% +$85 0.01% 340
2019
Q4 		$26K Sell
1,150
-250
-18% -$5.83K 0.01% 313
2019
Q3 		$33K Buy
+1,400
New +$32.1K 0.01% 292
2016
Q4 		– Sell
-270
Closed -$5K – 588
2016
Q3 		$5K Hold
270
– – ﹤0.01% 459
2016
Q2 		$5K Buy
+270
New +$5.57K ﹤0.01% 463
2015
Q2 		– Sell
-90
Closed -$2K – 602
2015
Q1 		$2K Sell
90
-826
-90% -$16.9K ﹤0.01% 557
2014
Q4 		$18K Hold
916
– – 0.01% 334
2014
Q3 		$16K Sell
916
-558
-38% -$9.94K 0.01% 342
2014
Q2 		$26K Buy
+1,474
New +$25.5K 0.03% 300

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 $374B AUM 17.66% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Hudock Inc's SCHH Position: Q3 2021 in Review

Hudock Inc sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 1,192 shares — an estimated $27K sold.

Hudock Inc first reported a position in SCHH in Q2 2014 and held it in 14 quarters. The position peaked at $33K in Q3 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • Hudock Inc reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • Hudock Inc sold 1,192 Schwab US REIT ETF shares in Q3 2021, an estimated $27K.
  • Hudock Inc first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 14 quarters.
  • Hudock Inc's Schwab US REIT ETF position peaked at $33K in Q3 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Hudock Inc's 13F filing for Q3 2021, filed 9 Nov 2021.