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RE Dickinson Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

RE Dickinson Investment 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
Q3 		– Sell
-270
Closed -$6K – 282
2022
Q2 		$6K Hold
270
– – ﹤0.01% 191
2022
Q1 		$7K Sell
270
-32
-11% -$772 ﹤0.01% 197
2021
Q4 		$8K Buy
+302
New +$7.44K 0.01% 189

Other funds holding SCHH

Charles Schwab Investment Advisory
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHH Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 270 shares — an estimated $6K sold.

RE Dickinson Investment Advisors first reported a position in SCHH in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 455 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • RE Dickinson Investment Advisors reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 270 Schwab US REIT ETF shares in Q3 2022, an estimated $6K.
  • RE Dickinson Investment Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 3 quarters.
  • RE Dickinson Investment Advisors's Schwab US REIT ETF position peaked at $8K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.