SWA
SCHH icon

Sutton Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Sutton Wealth Advisors’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
Q3 		$7.22K Sell
407
-320
-44% -$6.16K ﹤0.01% 525
2023
Q2 		$14.2K Buy
727
+42
+6% +$805 0.01% 399
2023
Q1 		$13.4K Buy
685
+121
+21% +$2.42K 0.01% 364
2022
Q4 		$10.9K Buy
564
+370
+191% +$7.12K ﹤0.01% 914
2022
Q3 		$3.63K Hold
194
– – ﹤0.01% 1120
2022
Q2 		$4.09K Hold
194
– – ﹤0.01% 1094
2022
Q1 		$4.83K Hold
194
– – ﹤0.01% 1089
2021
Q4 		$5.11K Hold
194
– – ﹤0.01% 1067
2021
Q3 		$4.43K Sell
194
-8
-4% -$191 ﹤0.01% 1071
2021
Q2 		$4.63K Buy
202
+2
+1% +$44 ﹤0.01% 1055
2021
Q1 		$4.11K Buy
200
+4
+2% +$78 ﹤0.01% 1044
2020
Q4 		$3.72K Buy
196
+6
+3% +$111 ﹤0.01% 1023
2020
Q3 		$3.36K Sell
190
-34
-15% -$612 ﹤0.01% 1007
2020
Q2 		$3.95K Sell
224
-404
-64% -$7.01K ﹤0.01% 967
2020
Q1 		$10.3K Sell
628
-3,608
-85% -$77K 0.01% 645
2019
Q4 		$97.3K Buy
4,236
+74
+2% +$1.72K 0.05% 217
2019
Q3 		$98.2K Buy
4,162
+1,160
+39% +$26.6K 0.05% 210
2019
Q2 		$66.7K Sell
3,002
-10
-0.3% -$223 0.04% 246
2019
Q1 		$66.9K Sell
3,012
-1,448
-32% -$30.7K 0.04% 248
2018
Q4 		$85.9K Sell
4,460
-2,188
-33% -$44.7K 0.06% 210
2018
Q3 		$139K Sell
6,648
-40
-0.6% -$845 0.09% 167
2018
Q2 		$140K Buy
6,688
+202
+3% +$4K 0.1% 164
2018
Q1 		$124K Buy
6,486
+1,880
+41% +$36.2K 0.09% 173
2017
Q4 		$95.9K Sell
4,606
-1,908
-29% -$39.7K 0.07% 200
2017
Q3 		$134K Buy
6,514
+34
+0.5% +$701 0.1% 165
2017
Q2 		$134K Buy
6,480
+72
+1% +$1.48K 0.11% 164
2017
Q1 		$131K Buy
6,408
+146
+2% +$2.99K 0.11% 157
2016
Q4 		$128K Buy
6,262
+2,008
+47% +$40.3K 0.12% 155
2016
Q3 		$90.7K Buy
4,254
+66
+2% +$1.45K 0.08% 190
2016
Q2 		$91K Buy
4,188
+178
+4% +$3.67K 0.09% 186
2016
Q1 		$83K Buy
+4,010
New +$77.1K 0.08% 196

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 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Sutton Wealth Advisors's SCHH Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 44% in Q3 2023, selling an estimated $6.16K and leaving 407 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Sutton Wealth Advisors first reported a position in SCHH in Q1 2016 and has held it in 31 quarters since. The position peaked at $140K in Q2 2018. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Sutton Wealth Advisors held 407 shares of Schwab US REIT ETF worth $7.22K as of Q3 2023.
  • Sutton Wealth Advisors sold 320 Schwab US REIT ETF shares in Q3 2023, an estimated $6.16K.
  • Schwab US REIT ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #525 holding.
  • Sutton Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Schwab US REIT ETF position peaked at $140K in Q2 2018.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.