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SJS Investment Consulting’s Schwab US REIT ETF SCHH Stock Holding History

SJS Investment Consulting’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
-1
Closed -$18 – 1643
2023
Q3 		$18 Sell
1
-2,221
-100% -$42.7K ﹤0.01% 1619
2023
Q2 		$43.4K Sell
2,222
-1,191
-35% -$22.8K 0.01% 162
2023
Q1 		$66.6K Sell
3,413
-2,986
-47% -$59.8K 0.02% 131
2022
Q4 		$123K Sell
6,399
-5,298
-45% -$102K 0.04% 102
2022
Q3 		$219K Buy
+11,697
New +$253K 0.07% 69
2022
Q1 		$492K Buy
19,773
+2,441
+14% +$58.9K 0.15% 46
2021
Q4 		$457K Buy
+17,332
New +$427K 0.14% 48

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SJS Investment Consulting's SCHH Position: Q4 2023 in Review

SJS Investment Consulting sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 1 share — an estimated $18 sold.

SJS Investment Consulting first reported a position in SCHH in Q4 2021 and held it in 7 quarters. The position peaked at $492K in Q1 2022. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • SJS Investment Consulting reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 1 Schwab US REIT ETF share in Q4 2023, an estimated $18.
  • SJS Investment Consulting first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 7 quarters.
  • SJS Investment Consulting's Schwab US REIT ETF position peaked at $492K in Q1 2022.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on SJS Investment Consulting's 13F filing for Q4 2023, filed 16 Jan 2024.