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

TCI 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
Q2 		– Sell
-866
Closed -$16.9K – 1865
2023
Q1 		$16.9K Hold
866
– – ﹤0.01% 799
2022
Q4 		$16.7K Sell
866
-1,536
-64% -$29.6K ﹤0.01% 785
2022
Q3 		$45K Buy
2,402
+1,300
+118% +$28.1K 0.01% 395
2022
Q2 		$23K Hold
1,102
– – ﹤0.01% 599
2022
Q1 		$28K Hold
1,102
– – ﹤0.01% 562
2021
Q4 		$29K Hold
1,102
– – ﹤0.01% 553
2021
Q3 		$25K Sell
1,102
-400
-27% -$9.54K ﹤0.01% 601
2021
Q2 		$34K Hold
1,502
– – 0.01% 487
2021
Q1 		$31K Buy
1,502
+236
+19% +$4.62K 0.01% 475
2020
Q4 		$24K Hold
1,266
– – 0.01% 464
2020
Q3 		$22K Hold
1,266
– – 0.01% 438
2020
Q2 		$22K Sell
1,266
-412
-25% -$7.15K 0.01% 425
2020
Q1 		$27K Hold
1,678
– – 0.01% 412
2019
Q4 		$39K Sell
1,678
-882
-34% -$20.6K 0.02% 430
2019
Q3 		$60K Sell
2,560
-132
-5% -$3.03K 0.03% 296
2019
Q2 		$60K Sell
2,692
-2,198
-45% -$49K 0.03% 278
2019
Q1 		$109K Buy
4,890
+1,758
+56% +$37.3K 0.05% 226
2018
Q4 		$60K Sell
3,132
-278
-8% -$5.68K 0.03% 289
2018
Q3 		$71K Hold
3,410
– – 0.03% 283
2018
Q2 		$71K Sell
3,410
-84
-2% -$1.66K 0.03% 269
2018
Q1 		$67K Sell
3,494
-3,956
-53% -$76.3K 0.03% 276
2017
Q4 		$155K Buy
+7,450
New +$155K 0.07% 182
2016
Q1 		– Sell
-524
Closed -$10K – 1400
2015
Q4 		$10K Buy
+524
New +$10.2K 0.01% 587

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TCI Wealth Advisors's SCHH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 866 shares — an estimated $16.9K sold.

TCI Wealth Advisors first reported a position in SCHH in Q4 2015 and held it in 23 quarters. The position peaked at $155K in Q4 2017. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 866 Schwab US REIT ETF shares in Q2 2023, an estimated $16.9K.
  • TCI Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 23 quarters.
  • TCI Wealth Advisors's Schwab US REIT ETF position peaked at $155K in Q4 2017.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.