Slow Capital’s Schwab US REIT ETF SCHH Stock Holding History

Slow Capital’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 Q1	–	Sell	-46,464	Closed	-$1.22M	–	172
2021 Q4	$1.22M	Buy	46,464 +17,604	+61%	+$434K	0.21%	120
2021 Q3	$659K	Buy	+28,860	New	+$688K	0.12%	137
2020 Q1	–	Sell	-15,876	Closed	-$365K	–	189
2019 Q4	$365K	Sell	15,876 -92	-0.6%	-$2.14K	0.11%	164
2019 Q3	$377K	Sell	15,968 -2,134	-12%	-$48.9K	0.13%	140
2019 Q2	$402K	Sell	18,102 -482	-3%	-$10.8K	0.17%	137
2019 Q1	$413K	Sell	18,584 -632	-3%	-$13.4K	0.16%	136
2018 Q4	$370K	Buy	19,216 +1,154	+6%	+$23.6K	0.18%	126
2018 Q3	$377K	Buy	18,062 +1,904	+12%	+$40.2K	0.17%	132
2018 Q2	$338K	Sell	16,158 -3,074	-16%	-$60.8K	0.17%	126
2018 Q1	$368K	Buy	+19,232	New	+$371K	0.17%	129

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Slow Capital's SCHH Position: Q1 2022 in Review

Slow Capital sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 46,464 shares — an estimated $1.22M sold.

Slow Capital first reported a position in SCHH in Q1 2018 and held it in 10 quarters. The position peaked at $1.22M in Q4 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

Slow Capital reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
Slow Capital sold 46,464 Schwab US REIT ETF shares in Q1 2022, an estimated $1.22M.
Slow Capital first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 10 quarters.
Slow Capital's Schwab US REIT ETF position peaked at $1.22M in Q4 2021.
465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Slow Capital's 13F filing for Q1 2022, filed 2 May 2022.