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Sonora Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Sonora Investment Management’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
2021
Q3 		$46K Buy
2,028
+1,000
+97% +$23.8K 0.01% 433
2021
Q2 		$24K Sell
1,028
-32
-3% -$711 ﹤0.01% 536
2021
Q1 		$22K Sell
1,060
-52
-5% -$1.02K ﹤0.01% 937
2020
Q4 		$21K Sell
1,112
-354
-24% -$6.55K ﹤0.01% 914
2020
Q3 		$26K Buy
1,466
+394
+37% +$7.09K ﹤0.01% 781
2020
Q2 		$19K Buy
1,072
+6
+0.6% +$104 ﹤0.01% 819
2020
Q1 		$17K Buy
1,066
+6
+0.6% +$128 ﹤0.01% 830
2019
Q4 		$24K Buy
1,060
+24
+2% +$559 ﹤0.01% 805
2019
Q3 		$24K Buy
1,036
+214
+26% +$4.91K ﹤0.01% 792
2019
Q2 		$18K Buy
822
+364
+79% +$8.12K ﹤0.01% 922
2019
Q1 		$10K Buy
458
+426
+1,331% +$9.04K ﹤0.01% 1039
2018
Q4 		$1K Hold
32
– – ﹤0.01% 1207
2018
Q3 		$1K Hold
32
– – ﹤0.01% 1166
2018
Q2 		$1K Hold
32
– – ﹤0.01% 1124
2018
Q1 		$612 Hold
32
– – ﹤0.01% 1141
2017
Q4 		$666 Sell
32
-592
-95% -$12.3K ﹤0.01% 1152
2017
Q3 		$12.8K Buy
624
+592
+1,850% +$12.2K ﹤0.01% 634
2017
Q2 		$659 Hold
32
– – ﹤0.01% 946
2017
Q1 		$652 Hold
32
– – ﹤0.01% 897
2016
Q4 		$657 Hold
32
– – ﹤0.01% 814
2016
Q3 		$682 Sell
32
-286
-90% -$6.27K ﹤0.01% 796
2016
Q2 		$6.91K Buy
318
+286
+894% +$5.9K ﹤0.01% 652
2016
Q1 		$652 Hold
32
– – ﹤0.01% 905
2015
Q4 		$1K Hold
32
– – ﹤0.01% 757
2015
Q3 		$1K Buy
+32
New +$600 ﹤0.01% 1060

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Sonora Investment Management's SCHH Position: Q3 2021 in Review

Sonora Investment Management increased its Schwab US REIT ETF (SCHH) stake by 97% in Q3 2021, buying an estimated $23.8K and bringing the position to 2,028 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #433.

Sonora Investment Management first reported a position in SCHH in Q3 2015 and has held it in 25 quarters since. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • Sonora Investment Management held 2,028 shares of Schwab US REIT ETF worth $46K as of Q3 2021.
  • Sonora Investment Management bought 1,000 Schwab US REIT ETF shares in Q3 2021, an estimated $23.8K.
  • Schwab US REIT ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #433 holding.
  • Sonora Investment Management first reported a position in Schwab US REIT ETF in Q3 2015 and has held it in 25 quarters since.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.