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Rather & Kittrell’s Schwab US REIT ETF SCHH Stock Holding History

Rather & Kittrell’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
Q2 		– Sell
-9,236
Closed -$229K – 68
2022
Q1 		$229K Sell
9,236
-1,876
-17% -$45.3K 0.22% 54
2021
Q4 		$275K Buy
+11,112
New +$274K 0.24% 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
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rather & Kittrell's SCHH Position: Q2 2022 in Review

Rather & Kittrell sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 9,236 shares — an estimated $229K sold.

Rather & Kittrell first reported a position in SCHH in Q4 2021 and held it in 2 quarters. The position peaked at $275K in Q4 2021. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

  • Rather & Kittrell reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Rather & Kittrell sold 9,236 Schwab US REIT ETF shares in Q2 2022, an estimated $229K.
  • Rather & Kittrell first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 2 quarters.
  • Rather & Kittrell's Schwab US REIT ETF position peaked at $275K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on Rather & Kittrell's 13F filing for Q2 2022, filed 9 Aug 2022.