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Rainey & Randall Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Rainey & Randall 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
2022
Q1 		– Sell
-7,636
Closed -$201K – 57
2021
Q4 		$201K Buy
+7,636
New +$188K 0.08% 53
2018
Q1 		– Sell
-97,884
Closed -$2.04M – 33
2017
Q4 		$2.04M Buy
+97,884
New +$2.03M 1.76% 14

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

Rainey & Randall Wealth Advisors's SCHH Position: Q1 2022 in Review

Rainey & Randall Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 7,636 shares — an estimated $201K sold.

Rainey & Randall Wealth Advisors first reported a position in SCHH in Q4 2017 and held it in 2 quarters. The position peaked at $2.04M in Q4 2017. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Rainey & Randall Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Rainey & Randall Wealth Advisors sold 7,636 Schwab US REIT ETF shares in Q1 2022, an estimated $201K.
  • Rainey & Randall Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 2 quarters.
  • Rainey & Randall Wealth Advisors's Schwab US REIT ETF position peaked at $2.04M in Q4 2017.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.