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Main Street Financial Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Main Street Financial Solutions’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
-8,824
Closed -$232K – 481
2021
Q4 		$232K Buy
+8,824
New +$217K 0.03% 419

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US Bancorp
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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 $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Main Street Financial Solutions's SCHH Position: Q1 2022 in Review

Main Street Financial Solutions sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 8,824 shares — an estimated $232K sold.

Main Street Financial Solutions first reported a position in SCHH in Q4 2021 and held it in 1 quarter. The position peaked at $232K in Q4 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Main Street Financial Solutions reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Main Street Financial Solutions sold 8,824 Schwab US REIT ETF shares in Q1 2022, an estimated $232K.
  • Main Street Financial Solutions first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Main Street Financial Solutions's Schwab US REIT ETF position peaked at $232K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Main Street Financial Solutions's 13F filing for Q1 2022, filed 22 Apr 2022.