Portfolio Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Portfolio Solutions’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 Q3	$213K	Sell	11,384 -1,648	-13%	-$35.7K	0.03%	53
2022 Q2	$275K	Sell	13,032 -143	-1%	-$3.29K	0.04%	45
2022 Q1	$328K	Sell	13,175 -221	-2%	-$5.33K	0.04%	38
2021 Q4	$353K	Hold	13,396	–	–	0.04%	31
2021 Q3	$306K	Sell	13,396 -292	-2%	-$6.96K	0.04%	34
2021 Q2	$328K	Hold	13,688	–	–	0.04%	37
2021 Q1	$281K	Hold	13,688	–	–	0.03%	37
2020 Q4	$260K	Sell	13,688 -3,332	-20%	-$61.6K	0.03%	34
2020 Q3	$301K	Sell	17,020 -1,134	-6%	-$20.4K	0.04%	44
2020 Q2	$320K	Buy	18,154 +4,430	+32%	+$76.9K	0.05%	39
2020 Q1	$225K	Buy	+13,724	New	+$293K	0.04%	44
2019 Q3	–	Sell	-13,482	Closed	-$300K	–	36
2019 Q2	$300K	Hold	13,482	–	–	0.04%	27
2019 Q1	$300K	Hold	13,482	–	–	0.04%	30
2018 Q4	$260K	Buy	+13,482	New	+$275K	0.04%	37
2018 Q2	–	Sell	-1,578	Closed	-$30K	–	151
2018 Q1	$30K	Buy	+1,578	New	+$30.4K	﹤0.01%	87

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Portfolio Solutions's SCHH Position: Q3 2022 in Review

Portfolio Solutions reduced its Schwab US REIT ETF (SCHH) stake by 13% in Q3 2022, selling an estimated $35.7K and leaving 11,384 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #53.

Portfolio Solutions first reported a position in SCHH in Q1 2018 and has held it in 15 quarters since. The position peaked at $353K in Q4 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

Portfolio Solutions held 11,384 shares of Schwab US REIT ETF worth $213K as of Q3 2022.
Portfolio Solutions sold 1,648 Schwab US REIT ETF shares in Q3 2022, an estimated $35.7K.
Schwab US REIT ETF made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #53 holding.
Portfolio Solutions first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 15 quarters since.
Portfolio Solutions's Schwab US REIT ETF position peaked at $353K in Q4 2021.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.