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Roman Butler Fullerton & Co’s Schwab US REIT ETF SCHH Stock Holding History

Roman Butler Fullerton & Co’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
-12,676
Closed -$261K – 205
2022
Q4 		$261K Buy
+12,676
New +$244K 0.14% 169

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Roman Butler Fullerton & Co's SCHH Position: Q1 2023 in Review

Roman Butler Fullerton & Co sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 12,676 shares — an estimated $261K sold.

Roman Butler Fullerton & Co first reported a position in SCHH in Q4 2022 and held it in 1 quarter. The position peaked at $261K in Q4 2022. 473 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Roman Butler Fullerton & Co reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 12,676 Schwab US REIT ETF shares in Q1 2023, an estimated $261K.
  • Roman Butler Fullerton & Co first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's Schwab US REIT ETF position peaked at $261K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2023, filed 27 Apr 2023.