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Total Clarity Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-1,301
Closed -$27K – 831
2022
Q2 		$27K Buy
+1,301
New +$29.9K 0.01% 508
2022
Q1 		– Sell
-200
Closed -$5K – 772
2021
Q4 		$5K Buy
+200
New +$4.93K ﹤0.01% 812

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

Total Clarity Wealth Management's SCHH Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 1,301 shares — an estimated $27K sold.

Total Clarity Wealth Management first reported a position in SCHH in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,301 Schwab US REIT ETF shares in Q3 2022, an estimated $27K.
  • Total Clarity Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Schwab US REIT ETF position peaked at $27K in Q2 2022.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.