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Personal Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Personal Capital Advisors’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
Q4 		$2.06M Buy
106,744
+30,740
+40% +$592K 0.01% 212
2022
Q3 		$1.42M Buy
76,004
+5,106
+7% +$110K 0.01% 223
2022
Q2 		$1.5M Buy
70,898
+1,878
+3% +$43.2K 0.01% 219
2022
Q1 		$1.72M Sell
69,020
-5,944
-8% -$143K 0.01% 225
2021
Q4 		$1.89M Sell
74,964
-1,398
-2% -$34.5K 0.01% 231
2021
Q3 		$1.74M Buy
76,362
+5,350
+8% +$128K 0.01% 229
2021
Q2 		$1.63M Sell
71,012
-8,518
-11% -$189K 0.01% 231
2021
Q1 		$1.63M Buy
79,530
+2,798
+4% +$54.7K 0.01% 231
2020
Q4 		$1.46M Buy
76,732
+28,300
+58% +$523K 0.01% 235
2020
Q3 		$857K Sell
48,432
-21,998
-31% -$396K 0.01% 255
2020
Q2 		$1.24M Buy
70,430
+55,592
+375% +$965K 0.01% 221
2020
Q1 		$23.8M Buy
+14,838
New +$317K 0.23% 96
2017
Q2 		– Sell
-10,410
Closed -$210K – 232
2017
Q1 		$210K Buy
+10,410
New +$213K 0.01% 203

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 Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Personal Capital Advisors's SCHH Position: Q4 2022 in Review

Personal Capital Advisors increased its Schwab US REIT ETF (SCHH) stake by 40% in Q4 2022, buying an estimated $592K and bringing the position to 106,744 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #212.

Personal Capital Advisors first reported a position in SCHH in Q1 2017 and has held it in 13 quarters since. The position peaked at $23.8M in Q1 2020. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Personal Capital Advisors held 106,744 shares of Schwab US REIT ETF worth $2.06M as of Q4 2022.
  • Personal Capital Advisors bought 30,740 Schwab US REIT ETF shares in Q4 2022, an estimated $592K.
  • Schwab US REIT ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #212 holding.
  • Personal Capital Advisors first reported a position in Schwab US REIT ETF in Q1 2017 and has held it in 13 quarters since.
  • Personal Capital Advisors's Schwab US REIT ETF position peaked at $23.8M in Q1 2020.
  • 487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.