Mark Sheptoff Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-30	Closed	-$586	–	401
2023 Q2	$586	Hold	30	–	–	﹤0.01%	374
2023 Q1	$585	Hold	30	–	–	﹤0.01%	371
2022 Q4	$579	Hold	30	–	–	﹤0.01%	377
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	357
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	371
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	419
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	449
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	389
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	408
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	368
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	346
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	320
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	348
2020 Q1	$0	Buy	+30	New	+$640	﹤0.01%	377
2019 Q4	–	Sell	-548	Closed	-$13K	–	377
2019 Q3	$13K	Hold	548	–	–	0.01%	253
2019 Q2	$12K	Hold	548	–	–	0.01%	255
2019 Q1	$12K	Hold	548	–	–	0.01%	257
2018 Q4	$11K	Hold	548	–	–	0.01%	237
2018 Q3	$11K	Hold	548	–	–	0.01%	284
2018 Q2	$11K	Hold	548	–	–	0.01%	270
2018 Q1	$10K	Sell	548 -3,852	-88%	-$74.2K	0.01%	288
2017 Q4	$92K	Hold	4,400	–	–	0.06%	144
2017 Q3	$90K	Buy	4,400 +548	+14%	+$11.3K	0.06%	147
2017 Q2	$79K	Sell	3,852 -2	-0.1%	-$41	0.05%	149
2017 Q1	$79K	Buy	3,854 +2	+0.1%	+$41	0.06%	152
2016 Q4	$79K	Hold	3,852	–	–	0.06%	147
2016 Q3	$82K	Hold	3,852	–	–	0.06%	137
2016 Q2	$84K	Buy	+3,852	New	+$79.5K	0.06%	132

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 Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's SCHH Position: Q3 2023 in Review

Mark Sheptoff Financial Planning sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 30 shares — an estimated $586 sold.

Mark Sheptoff Financial Planning first reported a position in SCHH in Q2 2016 and held it in 28 quarters. The position peaked at $92K in Q4 2017. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

Mark Sheptoff Financial Planning reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 30 Schwab US REIT ETF shares in Q3 2023, an estimated $586.
Mark Sheptoff Financial Planning first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 28 quarters.
Mark Sheptoff Financial Planning's Schwab US REIT ETF position peaked at $92K in Q4 2017.
460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2023, filed 13 Nov 2023.