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Means Investment Company’s Schwab US REIT ETF SCHH Stock Holding History

Means Investment Company’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
-68,810
Closed -$1.29M – 195
2022
Q3 		$1.29M Buy
68,810
+24,610
+56% +$532K 0.28% 73
2022
Q2 		$932K Buy
44,200
+24,235
+121% +$558K 0.2% 87
2022
Q1 		$497K Buy
+19,965
New +$482K 0.09% 118

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Means Investment Company's SCHH Position: Q4 2022 in Review

Means Investment Company sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 68,810 shares — an estimated $1.29M sold.

Means Investment Company first reported a position in SCHH in Q1 2022 and held it in 3 quarters. The position peaked at $1.29M in Q3 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Means Investment Company reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Means Investment Company sold 68,810 Schwab US REIT ETF shares in Q4 2022, an estimated $1.29M.
  • Means Investment Company first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 3 quarters.
  • Means Investment Company's Schwab US REIT ETF position peaked at $1.29M in Q3 2022.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Means Investment Company's 13F filing for Q4 2022, filed 27 Jan 2023.