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IAM Advisory’s Schwab US REIT ETF SCHH Stock Holding History

IAM Advisory’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
-510,000
Closed -$11.7M – 96
2021
Q2 		$11.7M Buy
+510,000
New +$11.3M 1.54% 16

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

IAM Advisory's SCHH Position: Q3 2021 in Review

IAM Advisory sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 510,000 shares — an estimated $11.7M sold.

IAM Advisory first reported a position in SCHH in Q2 2021 and held it in 1 quarter. The position peaked at $11.7M in Q2 2021. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • IAM Advisory reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 510,000 Schwab US REIT ETF shares in Q3 2021, an estimated $11.7M.
  • IAM Advisory first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Schwab US REIT ETF position peaked at $11.7M in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.