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Stephens Consulting’s Schwab US REIT ETF SCHH Stock Holding History

Stephens 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
2022
Q4 		– Sell
-3,628
Closed -$67.8K – 546
2022
Q3 		$67.8K Buy
+3,628
New +$78.5K 0.06% 141

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US Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Stephens Consulting's SCHH Position: Q4 2022 in Review

Stephens Consulting sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 3,628 shares — an estimated $67.8K sold.

Stephens Consulting first reported a position in SCHH in Q3 2022 and held it in 1 quarter. The position peaked at $67.8K in Q3 2022. 486 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Stephens Consulting reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 3,628 Schwab US REIT ETF shares in Q4 2022, an estimated $67.8K.
  • Stephens Consulting first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 1 quarter.
  • Stephens Consulting's Schwab US REIT ETF position peaked at $67.8K in Q3 2022.
  • 486 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.