Values First Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Values First 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	-172	Closed	-$3.35K	–	307
2023 Q1	$3.35K	Buy	+172	New	+$3.44K	﹤0.01%	253
2022 Q4	–	Sell	-172	Closed	-$3K	–	162
2022 Q3	$3K	Hold	172	–	–	﹤0.01%	155
2022 Q2	$4K	Hold	172	–	–	﹤0.01%	156
2022 Q1	$4K	Hold	172	–	–	﹤0.01%	162
2021 Q4	$5K	Hold	172	–	–	﹤0.01%	170
2021 Q3	$4K	Hold	172	–	–	﹤0.01%	148
2021 Q2	$4K	Buy	+172	New	+$3.82K	﹤0.01%	147

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Values First Advisors's SCHH Position: Q2 2023 in Review

Values First Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 172 shares — an estimated $3.35K sold.

Values First Advisors first reported a position in SCHH in Q2 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Values First Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 172 Schwab US REIT ETF shares in Q2 2023, an estimated $3.35K.
Values First Advisors first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 7 quarters.
Values First Advisors's Schwab US REIT ETF position peaked at $5K in Q4 2021.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.