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Old Mission Capital’s Schwab US REIT ETF SCHH Stock Holding History

Old Mission Capital’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
Q1 		– Sell
-13,037
Closed -$251K – 1675
2022
Q4 		$251K Buy
+13,037
New +$251K 0.01% 966
2022
Q1 		– Sell
-8,004
Closed -$211K – 1555
2021
Q4 		$211K Buy
+8,004
New +$197K 0.01% 843
2017
Q2 		– Sell
-12,220
Closed -$249K – 358
2017
Q1 		$249K Buy
+12,220
New +$250K 0.03% 271

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $980M AUM 9.86% 1-Year Est. Return

Old Mission Capital's SCHH Position: Q1 2023 in Review

Old Mission Capital sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 13,037 shares — an estimated $251K sold.

Old Mission Capital first reported a position in SCHH in Q1 2017 and held it in 3 quarters. The position peaked at $251K in Q4 2022. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Old Mission Capital reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Old Mission Capital sold 13,037 Schwab US REIT ETF shares in Q1 2023, an estimated $251K.
  • Old Mission Capital first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 3 quarters.
  • Old Mission Capital's Schwab US REIT ETF position peaked at $251K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Old Mission Capital's 13F filing for Q1 2023, filed 12 May 2023.