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PSI Advisors’s Schwab US REIT ETF SCHH Stock Holding History

PSI 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
Q1 		– Sell
-152
Closed -$4K – 793
2021
Q4 		$4K Hold
152
– – ﹤0.01% 611
2021
Q3 		$3K Buy
+152
New +$3.62K ﹤0.01% 636
2020
Q1 		– Sell
-312
Closed -$7K – 497
2019
Q4 		$7K Buy
+312
New +$7.27K ﹤0.01% 507

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PSI Advisors's SCHH Position: Q1 2022 in Review

PSI Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 152 shares — an estimated $4K sold.

PSI Advisors first reported a position in SCHH in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • PSI Advisors reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • PSI Advisors sold 152 Schwab US REIT ETF shares in Q1 2022, an estimated $4K.
  • PSI Advisors first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 3 quarters.
  • PSI Advisors's Schwab US REIT ETF position peaked at $7K in Q4 2019.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on PSI Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.