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Sterling Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,858
Closed -$42K – 334
2021
Q3 		$42K Sell
1,858
-14
-0.7% -$334 0.03% 199
2021
Q2 		$43K Sell
1,872
-14
-0.7% -$311 0.03% 179
2021
Q1 		$39K Buy
1,886
+4
+0.2% +$78 0.03% 171
2020
Q4 		$36K Buy
+1,882
New +$34.8K 0.03% 167

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Sterling Financial Planning's SCHH Position: Q4 2021 in Review

Sterling Financial Planning sold out of Schwab US REIT ETF (SCHH) in Q4 2021, closing a stake of 1,858 shares — an estimated $42K sold.

Sterling Financial Planning first reported a position in SCHH in Q4 2020 and held it in 4 quarters. The position peaked at $43K in Q2 2021. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

  • Sterling Financial Planning reported no remaining Schwab US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,858 Schwab US REIT ETF shares in Q4 2021, an estimated $42K.
  • Sterling Financial Planning first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Schwab US REIT ETF position peaked at $43K in Q2 2021.
  • 475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.