Legacy Capital Partners’s Schwab US REIT ETF SCHH Stock Holding History

Legacy Capital Partners’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 Q1	$639K	Sell	25,693 -395	-2%	-$9.53K	0.21%	92
2021 Q4	$687K	Buy	26,088 +468	+2%	+$11.5K	0.22%	90
2021 Q3	$585K	Sell	25,620 -620	-2%	-$14.8K	0.21%	94
2021 Q2	$601K	Buy	26,240 +6,030	+30%	+$134K	0.22%	92
2021 Q1	$415K	Buy	+20,210	New	+$395K	0.16%	101
2019 Q2	–	Sell	-12,852	Closed	-$286K	–	145
2019 Q1	$286K	Buy	+12,852	New	+$273K	0.13%	116

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Capital Partners's SCHH Position: Q1 2022 in Review

Legacy Capital Partners reduced its Schwab US REIT ETF (SCHH) stake by 1.5% in Q1 2022, selling an estimated $9.53K and leaving 25,693 shares worth $639K. The position accounts for 0.21% of the portfolio, ranked #92.

Legacy Capital Partners first reported a position in SCHH in Q1 2019 and has held it in 6 quarters since. The position peaked at $687K in Q4 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

Legacy Capital Partners held 25,693 shares of Schwab US REIT ETF worth $639K as of Q1 2022.
Legacy Capital Partners sold 395 Schwab US REIT ETF shares in Q1 2022, an estimated $9.53K.
Schwab US REIT ETF made up 0.21% of Legacy Capital Partners's portfolio in Q1 2022, its #92 holding.
Legacy Capital Partners first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 6 quarters since.
Legacy Capital Partners's Schwab US REIT ETF position peaked at $687K in Q4 2021.
465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.