Platte River Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Platte River Wealth 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
2023 Q2	–	Sell	-49,518	Closed	-$966K	–	102
2023 Q1	$966K	Sell	49,518 -9,532	-16%	-$191K	0.37%	49
2022 Q4	$1.14M	Buy	59,050 +22,990	+64%	+$442K	0.48%	41
2022 Q3	$674K	Sell	36,060 -24,368	-40%	-$527K	0.3%	54
2022 Q2	$1.27M	Buy	60,428 +12,490	+26%	+$287K	0.55%	34
2022 Q1	$1.19M	Hold	47,938	–	–	0.44%	43
2021 Q4	$1.21M	Sell	47,938 -114	-0.2%	-$2.81K	0.41%	45
2021 Q3	$1.1M	Sell	48,052 -8	-0%	-$191	0.41%	43
2021 Q2	$1.1M	Sell	48,060 -46	-0.1%	-$1.02K	0.42%	44
2021 Q1	$1.01M	Hold	48,106	–	–	0.42%	44
2020 Q4	$916K	Sell	48,106 -2,232	-4%	-$41.3K	0.4%	45
2020 Q3	$890K	Sell	50,338 -5,320	-10%	-$95.7K	0.46%	48
2020 Q2	$1M	Buy	+55,658	New	+$966K	0.55%	46

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Platte River Wealth Advisors's SCHH Position: Q2 2023 in Review

Platte River Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 49,518 shares — an estimated $966K sold.

Platte River Wealth Advisors first reported a position in SCHH in Q2 2020 and held it in 12 quarters. The position peaked at $1.27M in Q2 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Platte River Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 49,518 Schwab US REIT ETF shares in Q2 2023, an estimated $966K.
Platte River Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 12 quarters.
Platte River Wealth Advisors's Schwab US REIT ETF position peaked at $1.27M in Q2 2022.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Platte River Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.