Tevis Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Tevis Investment Management’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	-10,955	Closed	-$194K	–	91
2023 Q3	$194K	Sell	10,955 -387	-3%	-$7.45K	0.2%	82
2023 Q2	$222K	Sell	11,342 -1,271	-10%	-$24.4K	0.22%	84
2023 Q1	$246K	Sell	12,613 -7,947	-39%	-$159K	0.25%	78
2022 Q4	$397K	Buy	+20,560	New	+$396K	0.42%	64
2022 Q1	–	Sell	-24,318	Closed	-$639K	–	509
2021 Q4	$639K	Buy	+24,318	New	+$599K	0.56%	50

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Tevis Investment Management's SCHH Position: Q4 2023 in Review

Tevis Investment Management sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 10,955 shares — an estimated $194K sold.

Tevis Investment Management first reported a position in SCHH in Q4 2021 and held it in 5 quarters. The position peaked at $639K in Q4 2021. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

Tevis Investment Management reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
Tevis Investment Management sold 10,955 Schwab US REIT ETF shares in Q4 2023, an estimated $194K.
Tevis Investment Management first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 5 quarters.
Tevis Investment Management's Schwab US REIT ETF position peaked at $639K in Q4 2021.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Tevis Investment Management's 13F filing for Q4 2023, filed 19 Jan 2024.