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Piershale Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Piershale Financial Group’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
Q2 		$5.16K Hold
264
– – ﹤0.01% 170
2023
Q1 		$5.15K Hold
264
– – ﹤0.01% 164
2022
Q4 		$5.09K Buy
+264
New +$5.08K ﹤0.01% 169
2022
Q1 		– Sell
-1,103,186
Closed -$29.1M – 19
2021
Q4 		$29.1M Buy
1,103,186
+386,572
+54% +$9.53M 11.08% 4
2021
Q3 		$16.4M Buy
+716,614
New +$17.1M 6.74% 5
2020
Q1 		– Sell
-704,434
Closed -$16.2M – 17
2019
Q4 		$16.2M Sell
704,434
-156,998
-18% -$3.66M 8.64% 7
2019
Q3 		$20.3M Buy
861,432
+122,234
+17% +$2.8M 11.49% 4
2019
Q2 		$16.4M Buy
739,198
+420,052
+132% +$9.37M 9.37% 7
2019
Q1 		$7.09M Buy
+319,146
New +$6.77M 4.24% 8
2017
Q4 		– Sell
-1,195,498
Closed -$24.6M – 28
2017
Q3 		$24.6M Buy
+1,195,498
New +$24.6M 13.92% 1
2016
Q4 		– Sell
-506,146
Closed -$10.8M – 112
2016
Q3 		$10.8M Buy
506,146
+301,866
+148% +$6.62M 8.21% 6
2016
Q2 		$4.44M Buy
+204,280
New +$4.22M 3.29% 7
2016
Q1 		– Sell
-634,104
Closed -$12.6M – 193
2015
Q4 		$12.6M Buy
+634,104
New +$12.4M 7.63% 7
2015
Q2 		– Sell
-588,766
Closed -$11.9M – 139
2015
Q1 		$11.9M Buy
+588,766
New +$12M 9.46% 6
2014
Q4 		– Sell
-347,722
Closed -$5.92M – 162
2014
Q3 		$5.92M Sell
347,722
-29,666
-8% -$529K 4.74% 10
2014
Q2 		$6.67M Buy
377,388
+54,486
+17% +$944K 5.46% 4
2014
Q1 		$5.35M Buy
322,902
+322,774
+252,167% +$5.17M 6.24% 4
2013
Q4 		$2K Buy
+128
New +$1.99K ﹤0.01% 106

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 $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Piershale Financial Group's SCHH Position: Q2 2023 in Review

Piershale Financial Group held its Schwab US REIT ETF (SCHH) position steady in Q2 2023 at 264 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Piershale Financial Group first reported a position in SCHH in Q4 2013 and has held it in 18 quarters since. The position peaked at $29.1M in Q4 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Piershale Financial Group held 264 shares of Schwab US REIT ETF worth $5.16K as of Q2 2023.
  • Piershale Financial Group left its Schwab US REIT ETF share count unchanged in Q2 2023.
  • Schwab US REIT ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #170 holding.
  • Piershale Financial Group first reported a position in Schwab US REIT ETF in Q4 2013 and has held it in 18 quarters since.
  • Piershale Financial Group's Schwab US REIT ETF position peaked at $29.1M in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.