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Luken Investment Analytics’s Schwab US REIT ETF SCHH Stock Holding History

Luken Investment Analytics’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
Q4 		– Sell
-404
Closed -$7.17K – 140
2023
Q3 		$7.17K Hold
404
– – ﹤0.01% 122
2023
Q2 		$7.89K Hold
404
– – ﹤0.01% 123
2023
Q1 		$7.88K Hold
404
– – ﹤0.01% 116
2022
Q4 		$7.79K Buy
+404
New +$7.78K 0.01% 115

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Luken Investment Analytics's SCHH Position: Q4 2023 in Review

Luken Investment Analytics sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 404 shares — an estimated $7.17K sold.

Luken Investment Analytics first reported a position in SCHH in Q4 2022 and held it in 4 quarters. The position peaked at $7.89K in Q2 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Luken Investment Analytics reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 404 Schwab US REIT ETF shares in Q4 2023, an estimated $7.17K.
  • Luken Investment Analytics first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 4 quarters.
  • Luken Investment Analytics's Schwab US REIT ETF position peaked at $7.89K in Q2 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Luken Investment Analytics's 13F filing for Q4 2023, filed 31 Jan 2024.