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

Ten Capital 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	-96	Closed	-$1.88K	–	452
2023 Q1	$1.88K	Hold	96	–	–	﹤0.01%	463
2022 Q4	$1.86K	Hold	96	–	–	﹤0.01%	439
2022 Q3	$2K	Hold	96	–	–	﹤0.01%	491
2022 Q2	$2K	Hold	96	–	–	﹤0.01%	402
2022 Q1	$2K	Buy	96 +82	+586%	+$1.98K	﹤0.01%	431
2021 Q4	$0	Sell	14 -72	-84%	-$1.77K	﹤0.01%	509
2021 Q3	$2K	Sell	86 -604	-88%	-$14.4K	﹤0.01%	369
2021 Q2	$16K	Buy	+690	New	+$15.3K	﹤0.01%	264

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ten Capital Wealth Advisors's SCHH Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 96 shares — an estimated $1.88K sold.

Ten Capital Wealth Advisors first reported a position in SCHH in Q2 2021 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 96 Schwab US REIT ETF shares in Q2 2023, an estimated $1.88K.
Ten Capital Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's Schwab US REIT ETF position peaked at $16K in Q2 2021.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.