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Sterling Investment Advisors (Pennsylvania)’s Schwab US REIT ETF SCHH Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-50
Closed -$1K – 423
2022
Q2 		$1K Hold
50
– – ﹤0.01% 536
2022
Q1 		$1K Buy
+50
New +$1.21K ﹤0.01% 564

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 $424B AUM 22.94% 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 $1.09B AUM 11.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SCHH Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHH in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 50 Schwab US REIT ETF shares in Q3 2022, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Schwab US REIT ETF position peaked at $1K in Q2 2022.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.