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Meritage Portfolio Management’s Schwab US REIT ETF SCHH Stock Holding History

Meritage Portfolio 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
-185,582
Closed -$3.47M – 324
2022
Q3 		$3.47M Buy
+185,582
New +$4.02M 0.29% 109

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Creative Planning
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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 22.9% 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

Meritage Portfolio Management's SCHH Position: Q4 2022 in Review

Meritage Portfolio Management sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 185,582 shares — an estimated $3.47M sold.

Meritage Portfolio Management first reported a position in SCHH in Q3 2022 and held it in 1 quarter. The position peaked at $3.47M in Q3 2022. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Meritage Portfolio Management reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 185,582 Schwab US REIT ETF shares in Q4 2022, an estimated $3.47M.
  • Meritage Portfolio Management first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 1 quarter.
  • Meritage Portfolio Management's Schwab US REIT ETF position peaked at $3.47M in Q3 2022.
  • 487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Meritage Portfolio Management's 13F filing for Q4 2022, filed 1 Feb 2023.