TWP
SCHH icon

TFO Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-2,053
Closed -$43K – 430
2022
Q2 		$43K Buy
+2,053
New +$47.2K 0.01% 70

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

TFO Wealth Partners's SCHH Position: Q3 2022 in Review

TFO Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 2,053 shares — an estimated $43K sold.

TFO Wealth Partners first reported a position in SCHH in Q2 2022 and held it in 1 quarter. The position peaked at $43K in Q2 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • TFO Wealth Partners reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 2,053 Schwab US REIT ETF shares in Q3 2022, an estimated $43K.
  • TFO Wealth Partners first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Schwab US REIT ETF position peaked at $43K in Q2 2022.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.