MMHP
SCHH icon

Murphy Middleton Hinkle & Parker’s Schwab US REIT ETF SCHH Stock Holding History

Murphy Middleton Hinkle & Parker’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
-9,623
Closed -$203K – 136
2022
Q2 		$203K Buy
9,623
+17
+0.2% +$391 0.13% 133
2022
Q1 		$239K Buy
9,606
+694
+8% +$16.7K 0.13% 134
2021
Q4 		$235K Buy
+8,912
New +$220K 0.13% 135

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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 22.96% 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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's SCHH Position: Q3 2022 in Review

Murphy Middleton Hinkle & Parker sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 9,623 shares — an estimated $203K sold.

Murphy Middleton Hinkle & Parker first reported a position in SCHH in Q4 2021 and held it in 3 quarters. The position peaked at $239K in Q1 2022. 455 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • Murphy Middleton Hinkle & Parker reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Murphy Middleton Hinkle & Parker sold 9,623 Schwab US REIT ETF shares in Q3 2022, an estimated $203K.
  • Murphy Middleton Hinkle & Parker first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 3 quarters.
  • Murphy Middleton Hinkle & Parker's Schwab US REIT ETF position peaked at $239K in Q1 2022.
  • 455 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q3 2022, filed 7 Oct 2022.