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PCA Investment Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-147
Closed -$2.89K – 363
2023
Q2 		$2.89K Buy
+147
New +$2.82K ﹤0.01% 438

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US Bancorp
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Envestnet Portfolio Solutions
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

PCA Investment Advisory Services's SCHH Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 147 shares — an estimated $2.89K sold.

PCA Investment Advisory Services first reported a position in SCHH in Q2 2023 and held it in 1 quarter. The position peaked at $2.89K in Q2 2023. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 147 Schwab US REIT ETF shares in Q3 2023, an estimated $2.89K.
  • PCA Investment Advisory Services first reported a position in Schwab US REIT ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Schwab US REIT ETF position peaked at $2.89K in Q2 2023.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.