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Strategic Advocates’s Schwab US REIT ETF SCHH Stock Holding History

Strategic Advocates’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
-14,743
Closed -$262K – 156
2023
Q3 		$262K Buy
+14,743
New +$284K 0.12% 117

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Strategic Advocates's SCHH Position: Q4 2023 in Review

Strategic Advocates sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 14,743 shares — an estimated $262K sold.

Strategic Advocates first reported a position in SCHH in Q3 2023 and held it in 1 quarter. The position peaked at $262K in Q3 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Strategic Advocates reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Advocates sold 14,743 Schwab US REIT ETF shares in Q4 2023, an estimated $262K.
  • Strategic Advocates first reported a position in Schwab US REIT ETF in Q3 2023 and held it in 1 quarter.
  • Strategic Advocates's Schwab US REIT ETF position peaked at $262K in Q3 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Strategic Advocates's 13F filing for Q4 2023, filed 7 Feb 2024.