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U.S. Capital Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

U.S. Capital Wealth Advisors’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
Q2 		– Sell
-11,706
Closed -$228K – 687
2023
Q1 		$228K Sell
11,706
-5,111
-30% -$102K 0.01% 587
2022
Q4 		$324K Buy
+16,817
New +$324K 0.02% 520

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHH Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 11,706 shares — an estimated $228K sold.

U.S. Capital Wealth Advisors first reported a position in SCHH in Q4 2022 and held it in 2 quarters. The position peaked at $324K in Q4 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • U.S. Capital Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 11,706 Schwab US REIT ETF shares in Q2 2023, an estimated $228K.
  • U.S. Capital Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 2 quarters.
  • U.S. Capital Wealth Advisors's Schwab US REIT ETF position peaked at $324K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.