Patriot Financial Group Insurance Agency’s Schwab US REIT ETF SCHH Stock Holding History

Patriot Financial Group Insurance Agency’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	-34	Closed	-$1K	–	1663
2022 Q2	$1K	Buy	+34	New	+$782	﹤0.01%	1941
2021 Q1	–	Sell	-42	Closed	-$1K	–	2061
2020 Q4	$1K	Hold	42	–	–	﹤0.01%	1798
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	1597
2020 Q2	$1K	Buy	+42	New	+$729	﹤0.01%	1576
2019 Q3	–	Sell	-18	Closed	-$1K	–	1443
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	1321
2019 Q1	$0	Buy	+18	New	+$382	﹤0.01%	1302

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's SCHH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 34 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in SCHH in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 34 Schwab US REIT ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Schwab US REIT ETF position peaked at $1K in Q2 2022.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.