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

Realta 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
2023
Q1 		– Sell
-1,601
Closed -$30.9K – 747
2022
Q4 		$30.9K Sell
1,601
-1,345
-46% -$25.9K 0.01% 600
2022
Q3 		$55K Buy
+2,946
New +$63.7K 0.01% 523
2019
Q3 		– Sell
-94
Closed -$3K – 1771
2019
Q2 		$3K Buy
+94
New +$2.1K ﹤0.01% 1504

Other funds holding SCHH

Charles Schwab Investment Advisory
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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Realta Investment Advisors's SCHH Position: Q1 2023 in Review

Realta Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 1,601 shares — an estimated $30.9K sold.

Realta Investment Advisors first reported a position in SCHH in Q2 2019 and held it in 3 quarters. The position peaked at $55K in Q3 2022. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Realta Investment Advisors reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,601 Schwab US REIT ETF shares in Q1 2023, an estimated $30.9K.
  • Realta Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Schwab US REIT ETF position peaked at $55K in Q3 2022.
  • 472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.