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InterOcean Capital Group’s Schwab US REIT ETF SCHH Stock Holding History

InterOcean Capital Group’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
Q3 		– Sell
-11,348
Closed -$239K – 439
2022
Q2 		$239K Buy
+11,348
New +$261K 0.01% 363

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US Bancorp
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Envestnet Asset Management
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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
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

InterOcean Capital Group's SCHH Position: Q3 2022 in Review

InterOcean Capital Group sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 11,348 shares — an estimated $239K sold.

InterOcean Capital Group first reported a position in SCHH in Q2 2022 and held it in 1 quarter. The position peaked at $239K in Q2 2022. 455 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • InterOcean Capital Group reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • InterOcean Capital Group sold 11,348 Schwab US REIT ETF shares in Q3 2022, an estimated $239K.
  • InterOcean Capital Group first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 1 quarter.
  • InterOcean Capital Group's Schwab US REIT ETF position peaked at $239K in Q2 2022.
  • 455 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on InterOcean Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.