Ironsides Asset Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Ironsides Asset Advisors’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 Q2	–	Sell	-184,000	Closed	-$4.58M	–	108
2022 Q1	$4.58M	Hold	184,000	–	–	1.4%	11
2021 Q4	$4.85M	Hold	184,000	–	–	1.34%	10
2021 Q3	$4.2M	Sell	184,000 -5,000	-3%	-$119K	1.33%	9
2021 Q2	$4.33M	Hold	189,000	–	–	1.29%	11
2021 Q1	$3.88M	Hold	189,000	–	–	1.21%	10
2020 Q4	$3.59M	Hold	189,000	–	–	1.13%	12
2020 Q3	$3.34M	Hold	189,000	–	–	1.06%	14
2020 Q2	$3.33M	Hold	189,000	–	–	1.1%	13
2020 Q1	$3.09M	Buy	+189,000	New	+$4.03M	1.88%	8

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ironsides Asset Advisors's SCHH Position: Q2 2022 in Review

Ironsides Asset Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 184,000 shares — an estimated $4.58M sold.

Ironsides Asset Advisors first reported a position in SCHH in Q1 2020 and held it in 9 quarters. The position peaked at $4.85M in Q4 2021. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

Ironsides Asset Advisors reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
Ironsides Asset Advisors sold 184,000 Schwab US REIT ETF shares in Q2 2022, an estimated $4.58M.
Ironsides Asset Advisors first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 9 quarters.
Ironsides Asset Advisors's Schwab US REIT ETF position peaked at $4.85M in Q4 2021.
464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Ironsides Asset Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.