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Lenox Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Lenox Wealth Advisors’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 		– Sell
-240
Closed -$6K – 959
2021
Q4 		$6K Buy
240
+214
+823% +$5.27K ﹤0.01% 579
2021
Q3 		$1K Buy
+26
New +$620 ﹤0.01% 691
2021
Q1 		– Sell
-8
Closed – – 746
2020
Q4 		$0 Hold
8
– – ﹤0.01% 662
2020
Q3 		$0 Hold
8
– – ﹤0.01% 639
2020
Q2 		$0 Hold
8
– – ﹤0.01% 765
2020
Q1 		$0 Hold
8
– – ﹤0.01% 913
2019
Q4 		$0 Hold
8
– – ﹤0.01% 807
2019
Q3 		$0 Buy
+8
New +$183 ﹤0.01% 640
2016
Q1 		– Sell
-1,000
Closed -$20K – 387
2015
Q4 		$20K Buy
+1,000
New +$19.5K 0.01% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lenox Wealth Advisors's SCHH Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 240 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in SCHH in Q4 2015 and held it in 9 quarters. The position peaked at $20K in Q4 2015. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 240 Schwab US REIT ETF shares in Q1 2022, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 9 quarters.
  • Lenox Wealth Advisors's Schwab US REIT ETF position peaked at $20K in Q4 2015.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.