KeyBank National Association
SCHH icon

KeyBank National Association’s Schwab US REIT ETF SCHH Stock Holding History

KeyBank National Association’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
2023
Q2 		– Sell
-15,391
Closed -$300K – 1089
2023
Q1 		$300K Buy
+15,391
New +$308K ﹤0.01% 885
2022
Q3 		– Sell
-31,398
Closed -$662K – 1078
2022
Q2 		$662K Buy
31,398
+478
+2% +$11K ﹤0.01% 572
2022
Q1 		$769K Sell
30,920
-284
-0.9% -$6.85K ﹤0.01% 581
2021
Q4 		$822K Buy
31,204
+1,334
+4% +$32.9K ﹤0.01% 653
2021
Q3 		$682K Hold
29,870
– – ﹤0.01% 693
2021
Q2 		$684K Hold
29,870
– – ﹤0.01% 702
2021
Q1 		$614K Hold
29,870
– – ﹤0.01% 749
2020
Q4 		$567K Hold
29,870
– – ﹤0.01% 724
2020
Q3 		$528K Buy
+29,870
New +$537K ﹤0.01% 685
2020
Q2 		– Sell
-36,020
Closed -$590K – 972
2020
Q1 		$590K Buy
+36,020
New +$769K ﹤0.01% 586

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KeyBank National Association's SCHH Position: Q2 2023 in Review

KeyBank National Association sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 15,391 shares — an estimated $300K sold.

KeyBank National Association first reported a position in SCHH in Q1 2020 and held it in 10 quarters. The position peaked at $822K in Q4 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • KeyBank National Association reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • KeyBank National Association sold 15,391 Schwab US REIT ETF shares in Q2 2023, an estimated $300K.
  • KeyBank National Association first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 10 quarters.
  • KeyBank National Association's Schwab US REIT ETF position peaked at $822K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on KeyBank National Association's 13F filing for Q2 2023, filed 1 Aug 2023.