SGC
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Slocum, Gordon & Co’s Schwab US REIT ETF SCHH Stock Holding History

Slocum, Gordon & 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
Q2 		– Sell
-51
Closed -$997 – 150
2023
Q1 		$997 Buy
51
+1
+2% +$20 ﹤0.01% 133
2022
Q4 		$979 Buy
+50
New +$962 ﹤0.01% 130

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Slocum, Gordon & Co's SCHH Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 51 shares — an estimated $997 sold.

Slocum, Gordon & Co first reported a position in SCHH in Q4 2022 and held it in 2 quarters. The position peaked at $997 in Q1 2023. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Slocum, Gordon & Co reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 51 Schwab US REIT ETF shares in Q2 2023, an estimated $997.
  • Slocum, Gordon & Co first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 2 quarters.
  • Slocum, Gordon & Co's Schwab US REIT ETF position peaked at $997 in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.