Reilly Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Reilly Financial 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
2021 Q4	$5K	Sell	172 -378	-69%	-$9.31K	﹤0.01%	849
2021 Q3	$13K	Buy	550 +382	+227%	+$9.11K	﹤0.01%	618
2021 Q2	$4K	Sell	168 -3,912	-96%	-$87K	﹤0.01%	834
2021 Q1	$84K	Buy	+4,080	New	+$79.8K	0.01%	283
2019 Q4	–	Sell	-1,482	Closed	-$35K	–	921
2019 Q3	$35K	Sell	1,482 -264	-15%	-$6.05K	﹤0.01%	407
2019 Q2	$39K	Buy	1,746 +1,648	+1,682%	+$36.8K	﹤0.01%	396
2019 Q1	$2K	Hold	98	–	–	﹤0.01%	890
2018 Q4	$2K	Buy	98 +18	+23%	+$368	﹤0.01%	865
2018 Q3	$2K	Buy	80 +54	+208%	+$1.14K	﹤0.01%	936
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	964
2018 Q1	$0	Hold	26	–	–	﹤0.01%	1043
2017 Q4	$1K	Hold	26	–	–	﹤0.01%	938
2017 Q3	$1K	Hold	26	–	–	﹤0.01%	966
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	915
2017 Q1	$1K	Buy	+26	New	+$533	﹤0.01%	889

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Reilly Financial Advisors's SCHH Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Schwab US REIT ETF (SCHH) stake by 69% in Q4 2021, selling an estimated $9.31K and leaving 172 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Reilly Financial Advisors first reported a position in SCHH in Q1 2017 and has held it in 15 quarters since. The position peaked at $84K in Q1 2021. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

Reilly Financial Advisors held 172 shares of Schwab US REIT ETF worth $5K as of Q4 2021.
Reilly Financial Advisors sold 378 Schwab US REIT ETF shares in Q4 2021, an estimated $9.31K.
Schwab US REIT ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #849 holding.
Reilly Financial Advisors first reported a position in Schwab US REIT ETF in Q1 2017 and has held it in 15 quarters since.
Reilly Financial Advisors's Schwab US REIT ETF position peaked at $84K in Q1 2021.
475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.