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Theory Financial’s Schwab US REIT ETF SCHH Stock Holding History

Theory Financial’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
Q3 		– Sell
-12,669
Closed -$247K – 72
2023
Q2 		$247K Sell
12,669
-2,111
-14% -$40.5K 0.14% 57
2023
Q1 		$288K Buy
14,780
+109
+0.7% +$2.18K 0.17% 53
2022
Q4 		$283K Buy
+14,671
New +$282K 0.19% 54
2022
Q2 		$325K Buy
+15,197
New +$350K 0.23% 51

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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Theory Financial's SCHH Position: Q3 2023 in Review

Theory Financial sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 12,669 shares — an estimated $247K sold.

Theory Financial first reported a position in SCHH in Q2 2022 and held it in 4 quarters. The position peaked at $325K in Q2 2022. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Theory Financial reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Theory Financial sold 12,669 Schwab US REIT ETF shares in Q3 2023, an estimated $247K.
  • Theory Financial first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 4 quarters.
  • Theory Financial's Schwab US REIT ETF position peaked at $325K in Q2 2022.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Theory Financial's 13F filing for Q3 2023, filed 15 Nov 2023.