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Peak Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Peak Financial 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
Q3 		– Sell
-22,962
Closed -$448K – 76
2023
Q2 		$448K Sell
22,962
-6,738
-23% -$129K 0.16% 56
2023
Q1 		$579K Buy
29,700
+509
+2% +$10.2K 0.22% 43
2022
Q4 		$563K Buy
29,191
+680
+2% +$13.1K 0.22% 43
2022
Q3 		$533K Buy
28,511
+1,523
+6% +$33K 0.22% 42
2022
Q2 		$569K Buy
26,988
+812
+3% +$18.7K 0.22% 43
2022
Q1 		$652K Buy
26,176
+1,796
+7% +$43.3K 0.22% 43
2021
Q4 		$642K Sell
24,380
-2,298
-9% -$56.6K 0.21% 43
2021
Q3 		$609K Buy
26,678
+2,072
+8% +$49.4K 0.21% 43
2021
Q2 		$563K Sell
24,606
-214
-0.9% -$4.76K 0.19% 42
2021
Q1 		$510K Buy
24,820
+2,898
+13% +$56.7K 0.18% 42
2020
Q4 		$416K Buy
21,922
+688
+3% +$12.7K 0.16% 46
2020
Q3 		$376K Sell
21,234
-1,292
-6% -$23.2K 0.16% 42
2020
Q2 		$397K Sell
22,526
-2,672
-11% -$46.4K 0.19% 40
2020
Q1 		$412K Buy
25,198
+3,768
+18% +$80.4K 0.21% 38
2019
Q4 		$492K Buy
21,430
+470
+2% +$11K 0.21% 42
2019
Q3 		$494K Buy
20,960
+430
+2% +$9.86K 0.22% 39
2019
Q2 		$456K Buy
20,530
+300
+1% +$6.7K 0.2% 40
2019
Q1 		$449K Sell
20,230
-2,810
-12% -$59.6K 0.21% 42
2018
Q4 		$444K Buy
23,040
+3,360
+17% +$68.6K 0.22% 39
2018
Q3 		$411K Buy
19,680
+130
+0.7% +$2.75K 0.18% 39
2018
Q2 		$408K Buy
19,550
+1,550
+9% +$30.7K 0.19% 40
2018
Q1 		$344K Sell
18,000
-30,354
-63% -$585K 0.16% 40
2017
Q4 		$1.01M Buy
48,354
+2,218
+5% +$46.1K 0.38% 29
2017
Q3 		$949K Buy
46,136
+148
+0.3% +$3.05K 0.37% 27
2017
Q2 		$948K Buy
45,988
+76
+0.2% +$1.56K 0.37% 25
2017
Q1 		$936K Buy
45,912
+3,032
+7% +$62.1K 0.38% 25
2016
Q4 		$880K Buy
+42,880
New +$861K 0.38% 24

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Peak Financial Management's SCHH Position: Q3 2023 in Review

Peak Financial Management sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 22,962 shares — an estimated $448K sold.

Peak Financial Management first reported a position in SCHH in Q4 2016 and held it in 27 quarters. The position peaked at $1.01M in Q4 2017. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Peak Financial Management reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Management sold 22,962 Schwab US REIT ETF shares in Q3 2023, an estimated $448K.
  • Peak Financial Management first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 27 quarters.
  • Peak Financial Management's Schwab US REIT ETF position peaked at $1.01M in Q4 2017.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Peak Financial Management's 13F filing for Q3 2023, filed 25 Oct 2023.