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Lyell Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Lyell Wealth Management’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
-12,251
Closed -$229K – 198
2022
Q3 		$229K Buy
12,251
+95
+0.8% +$2.06K 0.04% 174
2022
Q2 		$256K Buy
12,156
+79
+0.7% +$1.82K 0.04% 167
2022
Q1 		$301K Buy
12,077
+15
+0.1% +$362 0.04% 170
2021
Q4 		$318K Buy
+12,062
New +$297K 0.04% 163

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Lyell Wealth Management's SCHH Position: Q4 2022 in Review

Lyell Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 12,251 shares — an estimated $229K sold.

Lyell Wealth Management first reported a position in SCHH in Q4 2021 and held it in 4 quarters. The position peaked at $318K in Q4 2021. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Lyell Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Lyell Wealth Management sold 12,251 Schwab US REIT ETF shares in Q4 2022, an estimated $229K.
  • Lyell Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 4 quarters.
  • Lyell Wealth Management's Schwab US REIT ETF position peaked at $318K in Q4 2021.
  • 487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Lyell Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.