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RIA Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

RIA Advisory Group’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
Q3 		– Sell
-10,691
Closed -$209K – 133
2023
Q2 		$209K Buy
10,691
+1
+0% +$19 0.09% 109
2023
Q1 		$208K Sell
10,690
-998
-9% -$20K 0.1% 109
2022
Q4 		$12.2K Buy
+11,688
New +$225K 0.01% 96

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RIA Advisory Group's SCHH Position: Q3 2023 in Review

RIA Advisory Group sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 10,691 shares — an estimated $209K sold.

RIA Advisory Group first reported a position in SCHH in Q4 2022 and held it in 3 quarters. The position peaked at $209K in Q2 2023. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • RIA Advisory Group reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • RIA Advisory Group sold 10,691 Schwab US REIT ETF shares in Q3 2023, an estimated $209K.
  • RIA Advisory Group first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 3 quarters.
  • RIA Advisory Group's Schwab US REIT ETF position peaked at $209K in Q2 2023.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.