JWBC
SCHH icon

John W. Brooker & Co’s Schwab US REIT ETF SCHH Stock Holding History

John W. Brooker & Co’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
Q4 		– Sell
-594
Closed -$14K – 205
2021
Q3 		$14K Buy
+594
New +$14.2K 0.01% 135

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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

John W. Brooker & Co's SCHH Position: Q4 2021 in Review

John W. Brooker & Co sold out of Schwab US REIT ETF (SCHH) in Q4 2021, closing a stake of 594 shares — an estimated $14K sold.

John W. Brooker & Co first reported a position in SCHH in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

  • John W. Brooker & Co reported no remaining Schwab US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • John W. Brooker & Co sold 594 Schwab US REIT ETF shares in Q4 2021, an estimated $14K.
  • John W. Brooker & Co first reported a position in Schwab US REIT ETF in Q3 2021 and held it in 1 quarter.
  • John W. Brooker & Co's Schwab US REIT ETF position peaked at $14K in Q3 2021.
  • 475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

Based on John W. Brooker & Co's 13F filing for Q4 2021, filed 14 Jan 2022.