TIM
SCHH icon

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

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.