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Oppenheimer & Co’s Schwab US REIT ETF SCHH Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-18,542
Closed -$488K – 1573
2021
Q4 		$488K Sell
18,542
-14,050
-43% -$346K 0.01% 1041
2021
Q3 		$744K Buy
32,592
+6,404
+24% +$153K 0.01% 855
2021
Q2 		$600K Buy
+26,188
New +$582K 0.01% 945

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co's SCHH Position: Q1 2022 in Review

Oppenheimer & Co sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 18,542 shares — an estimated $488K sold.

Oppenheimer & Co first reported a position in SCHH in Q2 2021 and held it in 3 quarters. The position peaked at $744K in Q3 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Oppenheimer & Co reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 18,542 Schwab US REIT ETF shares in Q1 2022, an estimated $488K.
  • Oppenheimer & Co first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 3 quarters.
  • Oppenheimer & Co's Schwab US REIT ETF position peaked at $744K in Q3 2021.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.