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Morningstar Investment Services’s Schwab US REIT ETF SCHH Stock Holding History

Morningstar Investment Services’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
Q3 		– Sell
-13,900
Closed -$294K – 230
2022
Q2 		$294K Sell
13,900
-8,353
-38% -$192K ﹤0.01% 196
2022
Q1 		$562K Sell
22,253
-2,701
-11% -$65.2K 0.01% 188
2021
Q4 		$657K Sell
24,954
-644
-3% -$15.9K 0.01% 184
2021
Q3 		$594K Sell
25,598
-17,838
-41% -$425K 0.01% 185
2021
Q2 		$1M Sell
43,436
-236,782
-84% -$5.26M 0.01% 172
2021
Q1 		$5.8M Buy
280,218
+68,832
+33% +$1.35M 0.08% 143
2020
Q4 		$4.01M Sell
211,386
-22,910
-10% -$424K 0.06% 153
2020
Q3 		$4.13M Sell
234,296
-19,604
-8% -$353K 0.06% 143
2020
Q2 		$4.42M Sell
253,900
-23,214
-8% -$403K 0.07% 140
2020
Q1 		$4.61M Buy
277,114
+88,394
+47% +$1.89M 0.08% 136
2019
Q4 		$4.34M Buy
+188,720
New +$4.4M 0.07% 127
2019
Q3 		– Sell
-182,390
Closed -$4.05M – 211
2019
Q2 		$4.05M Buy
182,390
+7,526
+4% +$168K 0.07% 140
2019
Q1 		$3.88M Buy
+174,864
New +$3.71M 0.07% 137

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
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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Morningstar Investment Services's SCHH Position: Q3 2022 in Review

Morningstar Investment Services sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 13,900 shares — an estimated $294K sold.

Morningstar Investment Services first reported a position in SCHH in Q1 2019 and held it in 13 quarters. The position peaked at $5.8M in Q1 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • Morningstar Investment Services reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Morningstar Investment Services sold 13,900 Schwab US REIT ETF shares in Q3 2022, an estimated $294K.
  • Morningstar Investment Services first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 13 quarters.
  • Morningstar Investment Services's Schwab US REIT ETF position peaked at $5.8M in Q1 2021.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Morningstar Investment Services's 13F filing for Q3 2022, filed 14 Nov 2022.