SBH
SCHH icon

Segall Bryant & Hamill’s Schwab US REIT ETF SCHH Stock Holding History

Segall Bryant & Hamill’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
Q4 		– Sell
-25,998
Closed -$461K – 457
2023
Q3 		$461K Sell
25,998
-1,388
-5% -$26.7K 0.01% 488
2023
Q2 		$535K Buy
27,386
+714
+3% +$13.7K 0.01% 561
2023
Q1 		$520K Sell
26,672
-3,000
-10% -$60.1K 0.01% 568
2022
Q4 		$572K Hold
29,672
– – 0.01% 548
2022
Q3 		$554K Sell
29,672
-3,358
-10% -$72.7K 0.01% 562
2022
Q2 		$695K Buy
33,030
+994
+3% +$22.9K 0.01% 535
2022
Q1 		$796K Buy
+32,036
New +$773K 0.01% 540
2021
Q4 		– Sell
-33,916
Closed -$773K – 719
2021
Q3 		$773K Buy
33,916
+3,504
+12% +$83.5K 0.01% 565
2021
Q2 		$696K Sell
30,412
-146
-0.5% -$3.25K 0.01% 561
2021
Q1 		$627K Sell
30,558
-3,316
-10% -$64.9K 0.01% 614
2020
Q4 		$642K Hold
33,874
– – 0.01% 532
2020
Q3 		$598K Hold
33,874
– – 0.01% 515
2020
Q2 		$596K Sell
33,874
-1,262
-4% -$21.9K 0.01% 551
2020
Q1 		$573K Sell
35,136
-2,200
-6% -$46.9K 0.01% 564
2019
Q4 		$857K Hold
37,336
– – 0.01% 550
2019
Q3 		$879K Sell
37,336
-186
-0.5% -$4.27K 0.01% 541
2019
Q2 		$833K Buy
37,522
+1,262
+3% +$28.2K 0.01% 562
2019
Q1 		$805K Sell
36,260
-290
-0.8% -$6.16K 0.01% 580
2018
Q4 		$704K Sell
36,550
-1,000
-3% -$20.4K 0.01% 584
2018
Q3 		$783K Hold
37,550
– – 0.01% 597
2018
Q2 		$784K Buy
+37,550
New +$743K 0.01% 585

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Segall Bryant & Hamill's SCHH Position: Q4 2023 in Review

Segall Bryant & Hamill sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 25,998 shares — an estimated $461K sold.

Segall Bryant & Hamill first reported a position in SCHH in Q2 2018 and held it in 21 quarters. The position peaked at $879K in Q3 2019. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Segall Bryant & Hamill reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 25,998 Schwab US REIT ETF shares in Q4 2023, an estimated $461K.
  • Segall Bryant & Hamill first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 21 quarters.
  • Segall Bryant & Hamill's Schwab US REIT ETF position peaked at $879K in Q3 2019.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Segall Bryant & Hamill's 13F filing for Q4 2023, filed 14 Feb 2024.