Kelly Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Kelly Financial Services’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	-287	Closed	-$7.15K	–	709
2022 Q1	$7.15K	Buy	287 +275	+2,292%	+$6.64K	﹤0.01%	380
2021 Q4	$338	Hold	12	–	–	﹤0.01%	641
2021 Q3	$291	Sell	12 -568	-98%	-$13.5K	﹤0.01%	619
2021 Q2	$6K	Buy	580 +568	+4,733%	+$12.6K	﹤0.01%	609
2021 Q1	$259	Hold	12	–	–	﹤0.01%	608
2020 Q4	$239	Hold	12	–	–	﹤0.01%	568
2020 Q3	$220	Hold	12	–	–	﹤0.01%	547
2020 Q2	$218	Hold	12	–	–	﹤0.01%	563
2020 Q1	$201	Hold	12	–	–	﹤0.01%	534
2019 Q4	$281	Hold	12	–	–	﹤0.01%	520
2019 Q3	$285	Buy	+12	New	+$275	﹤0.01%	503

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

Kelly Financial Services's SCHH Position: Q2 2022 in Review

Kelly Financial Services sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 287 shares — an estimated $7.15K sold.

Kelly Financial Services first reported a position in SCHH in Q3 2019 and held it in 11 quarters. The position peaked at $7.15K in Q1 2022. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

Kelly Financial Services reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
Kelly Financial Services sold 287 Schwab US REIT ETF shares in Q2 2022, an estimated $7.15K.
Kelly Financial Services first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 11 quarters.
Kelly Financial Services's Schwab US REIT ETF position peaked at $7.15K in Q1 2022.
464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.