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Stokes Family Office’s Schwab US REIT ETF SCHH Stock Holding History

Stokes Family Office’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
2023
Q4 		– Sell
-11,173
Closed -$198K – 316
2023
Q3 		$198K Hold
11,173
– – 0.02% 310
2023
Q2 		$218K Buy
+11,173
New +$214K 0.03% 280

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Stokes Family Office's SCHH Position: Q4 2023 in Review

Stokes Family Office sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 11,173 shares — an estimated $198K sold.

Stokes Family Office first reported a position in SCHH in Q2 2023 and held it in 2 quarters. The position peaked at $218K in Q2 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Stokes Family Office reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 11,173 Schwab US REIT ETF shares in Q4 2023, an estimated $198K.
  • Stokes Family Office first reported a position in Schwab US REIT ETF in Q2 2023 and held it in 2 quarters.
  • Stokes Family Office's Schwab US REIT ETF position peaked at $218K in Q2 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.