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Laurel Wealth Advisors (California)’s Schwab US REIT ETF SCHH Stock Holding History

Laurel Wealth Advisors (California)’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 		$425K Buy
22,048
+37
+0.2% +$712 0.04% 397
2022
Q3 		$412K Sell
22,011
-418
-2% -$9.04K 0.04% 388
2022
Q2 		$473K Sell
22,429
-356
-2% -$8.19K 0.05% 375
2022
Q1 		$567K Sell
22,785
-2,181
-9% -$52.6K 0.05% 374
2021
Q4 		$658K Buy
24,966
+11,136
+81% +$274K 0.05% 364
2021
Q3 		$316K Sell
13,830
-11,460
-45% -$273K 0.06% 324
2021
Q2 		$579K Buy
25,290
+1,508
+6% +$33.5K 0.08% 251
2021
Q1 		$488K Buy
23,782
+600
+3% +$11.7K 0.07% 258
2020
Q4 		$440K Buy
23,182
+2,776
+14% +$51.4K 0.06% 272
2020
Q3 		$361K Sell
20,406
-96,672
-83% -$1.74M 0.06% 274
2020
Q2 		$2.06M Buy
117,078
+31,938
+38% +$555K 0.38% 68
2020
Q1 		$1.39M Buy
85,140
+18,356
+27% +$392K 0.32% 80
2019
Q4 		$1.53M Buy
66,784
+53,132
+389% +$1.24M 0.26% 105
2019
Q3 		$322K Sell
13,652
-2,750
-17% -$63.1K 0.06% 326
2019
Q2 		$364K Sell
16,402
-6,304
-28% -$141K 0.08% 269
2019
Q1 		$504K Buy
22,706
+4,360
+24% +$92.5K 0.12% 191
2018
Q4 		$353K Buy
18,346
+9,082
+98% +$185K 0.1% 218
2018
Q3 		$193K Buy
+9,264
New +$196K 0.05% 375
2018
Q2 		– Sell
-13,808
Closed -$264K – 391
2018
Q1 		$264K Buy
+13,808
New +$266K 0.08% 268

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Schwab US REIT ETF (SCHH) stake by 0.17% in Q4 2022, buying an estimated $712 and bringing the position to 22,048 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #397.

Laurel Wealth Advisors (California) first reported a position in SCHH in Q1 2018 and has held it in 19 quarters since. The position peaked at $2.06M in Q2 2020. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 22,048 shares of Schwab US REIT ETF worth $425K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 37 Schwab US REIT ETF shares in Q4 2022, an estimated $712.
  • Schwab US REIT ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #397 holding.
  • Laurel Wealth Advisors (California) first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 19 quarters since.
  • Laurel Wealth Advisors (California)'s Schwab US REIT ETF position peaked at $2.06M in Q2 2020.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.