Journey Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Journey Advisory 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 Q4	–	Sell	-36,154	Closed	-$676K	–	240
2022 Q3	$676K	Buy	36,154 +557	+2%	+$12.1K	0.17%	115
2022 Q2	$807K	Buy	35,597 +687	+2%	+$15.8K	0.19%	115
2022 Q1	$869K	Sell	34,910 -114	-0.3%	-$2.75K	0.22%	99
2021 Q4	$923K	Sell	35,024 -1,214	-3%	-$29.9K	0.26%	88
2021 Q3	$828K	Buy	36,238 +2,984	+9%	+$71.1K	0.27%	85
2021 Q2	$761K	Buy	33,254 +938	+3%	+$20.9K	0.24%	93
2021 Q1	$664K	Sell	32,316 -210	-0.6%	-$4.11K	0.23%	93
2020 Q4	$618K	Buy	+32,526	New	+$602K	0.23%	92

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Journey Advisory Group's SCHH Position: Q4 2022 in Review

Journey Advisory Group sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 36,154 shares — an estimated $676K sold.

Journey Advisory Group first reported a position in SCHH in Q4 2020 and held it in 8 quarters. The position peaked at $923K in Q4 2021. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

Journey Advisory Group reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 36,154 Schwab US REIT ETF shares in Q4 2022, an estimated $676K.
Journey Advisory Group first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 8 quarters.
Journey Advisory Group's Schwab US REIT ETF position peaked at $923K in Q4 2021.
487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.