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SVB Wealth’s Schwab US REIT ETF SCHH Stock Holding History

SVB Wealth’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
Q2 		– Sell
-624
Closed -$15K – 835
2022
Q1 		$15K Buy
+624
New +$15.1K ﹤0.01% 765

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

SVB Wealth's SCHH Position: Q2 2022 in Review

SVB Wealth sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 624 shares — an estimated $15K sold.

SVB Wealth first reported a position in SCHH in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

  • SVB Wealth reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • SVB Wealth sold 624 Schwab US REIT ETF shares in Q2 2022, an estimated $15K.
  • SVB Wealth first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 1 quarter.
  • SVB Wealth's Schwab US REIT ETF position peaked at $15K in Q1 2022.
  • 464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.