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

Rainsberger 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 Q4	$253K	Buy	12,213 +82	+0.7%	+$1.52K	0.14%	68
2023 Q3	$215K	Buy	12,131 +56	+0.5%	+$1.08K	0.13%	68
2023 Q2	$236K	Sell	12,075 -2,176	-15%	-$41.7K	0.14%	66
2023 Q1	$278K	Buy	14,251 +29	+0.2%	+$581	0.16%	73
2022 Q4	$274K	Sell	14,222 -11,553	-45%	-$222K	0.17%	71
2022 Q3	$482K	Sell	25,775 -19,298	-43%	-$418K	0.33%	59
2022 Q2	$951K	Sell	45,073 -7,059	-14%	-$162K	0.7%	37
2022 Q1	$1.3M	Sell	52,132 -6,852	-12%	-$165K	0.83%	36
2021 Q4	$1.55M	Buy	+58,984	New	+$1.45M	0.91%	34

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Rainsberger Wealth Advisors's SCHH Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.68% in Q4 2023, buying an estimated $1.52K and bringing the position to 12,213 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #68.

Rainsberger Wealth Advisors first reported a position in SCHH in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.55M in Q4 2021. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

Rainsberger Wealth Advisors held 12,213 shares of Schwab US REIT ETF worth $253K as of Q4 2023.
Rainsberger Wealth Advisors bought 82 Schwab US REIT ETF shares in Q4 2023, an estimated $1.52K.
Schwab US REIT ETF made up 0.14% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #68 holding.
Rainsberger Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Schwab US REIT ETF position peaked at $1.55M in Q4 2021.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.