REMPR
SCHH icon

Roof Eidam Maycock Peralta (REMP)’s Schwab US REIT ETF SCHH Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
2022
Q4 		– Sell
-14,892
Closed -$278K – 124
2022
Q3 		$278K Buy
+14,892
New +$322K 0.1% 92

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 Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.09B AUM 11.58% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s SCHH Position: Q4 2022 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 14,892 shares — an estimated $278K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in SCHH in Q3 2022 and held it in 1 quarter. The position peaked at $278K in Q3 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 14,892 Schwab US REIT ETF shares in Q4 2022, an estimated $278K.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 1 quarter.
  • Roof Eidam Maycock Peralta (REMP)'s Schwab US REIT ETF position peaked at $278K in Q3 2022.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2022, filed 14 Feb 2023.