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RHS Financial’s Schwab US REIT ETF SCHH Stock Holding History

RHS Financial’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
-26,621
Closed -$514K – 93
2022
Q4 		$514K Sell
26,621
-16,628
-38% -$320K 0.41% 57
2022
Q3 		$808K Buy
43,249
+33,779
+357% +$731K 0.72% 37
2022
Q2 		$200K Sell
9,470
-805
-8% -$18.5K 0.16% 79
2022
Q1 		$256K Buy
+10,275
New +$248K 0.19% 66
2021
Q2 		– Sell
-19,558
Closed -$402K – 82
2021
Q1 		$402K Sell
19,558
-38,648
-66% -$756K 0.34% 52
2020
Q4 		$1.1M Buy
58,206
+33,164
+132% +$613K 0.95% 32
2020
Q3 		$443K Buy
+25,042
New +$451K 0.45% 50
2020
Q1 		– Sell
-29,452
Closed -$677K – 71
2019
Q4 		$677K Sell
29,452
-14,862
-34% -$346K 0.71% 36
2019
Q3 		$1.04M Sell
44,314
-35,366
-44% -$811K 1.23% 27
2019
Q2 		$1.77M Sell
79,680
-8,748
-10% -$195K 2.22% 15
2019
Q1 		$1.96M Buy
88,428
+4,304
+5% +$91.4K 2.54% 13
2018
Q4 		$1.62M Buy
+84,124
New +$1.72M 2.34% 16

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 $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 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGIA
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

RHS Financial's SCHH Position: Q1 2023 in Review

RHS Financial sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 26,621 shares — an estimated $514K sold.

RHS Financial first reported a position in SCHH in Q4 2018 and held it in 12 quarters. The position peaked at $1.96M in Q1 2019. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • RHS Financial reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • RHS Financial sold 26,621 Schwab US REIT ETF shares in Q1 2023, an estimated $514K.
  • RHS Financial first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 12 quarters.
  • RHS Financial's Schwab US REIT ETF position peaked at $1.96M in Q1 2019.
  • 472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on RHS Financial's 13F filing for Q1 2023, filed 27 Apr 2023.