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Patton Fund Management’s Schwab US REIT ETF SCHH Stock Holding History

Patton Fund Management’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
-50,811
Closed -$980K – 204
2022
Q4 		$980K Buy
+50,811
New +$978K 0.29% 83

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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

Patton Fund Management's SCHH Position: Q1 2023 in Review

Patton Fund Management sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 50,811 shares — an estimated $980K sold.

Patton Fund Management first reported a position in SCHH in Q4 2022 and held it in 1 quarter. The position peaked at $980K in Q4 2022. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Patton Fund Management reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Patton Fund Management sold 50,811 Schwab US REIT ETF shares in Q1 2023, an estimated $980K.
  • Patton Fund Management first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Patton Fund Management's Schwab US REIT ETF position peaked at $980K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Patton Fund Management's 13F filing for Q1 2023, filed 6 Apr 2023.