Lehman & Derafelo Financial Resources’s Schwab US REIT ETF SCHH Stock Holding History

Lehman & Derafelo Financial Resources’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	-356	Closed	-$7K	–	171
2022 Q3	$7K	Hold	356	–	–	﹤0.01%	178
2022 Q2	$8K	Buy	+356	New	+$8.19K	﹤0.01%	181
2021 Q4	–	Sell	-356	Closed	-$8K	–	169
2021 Q3	$8K	Hold	356	–	–	﹤0.01%	177
2021 Q2	$8K	Hold	356	–	–	﹤0.01%	202
2021 Q1	$7K	Hold	356	–	–	﹤0.01%	207
2020 Q4	$7K	Hold	356	–	–	﹤0.01%	207
2020 Q3	$6K	Hold	356	–	–	﹤0.01%	248
2020 Q2	$6K	Hold	356	–	–	﹤0.01%	231
2020 Q1	$6K	Buy	+356	New	+$7.6K	﹤0.01%	169

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SCHH Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 356 shares — an estimated $7K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHH in Q1 2020 and held it in 9 quarters. The position peaked at $8K in Q2 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 356 Schwab US REIT ETF shares in Q4 2022, an estimated $7K.
Lehman & Derafelo Financial Resources first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's Schwab US REIT ETF position peaked at $8K in Q2 2022.
486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.