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

Wealth Management Solutions’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
-11,398
Closed -$240K – 96
2022
Q2 		$240K Hold
11,398
– – 0.14% 79
2022
Q1 		$284K Buy
11,398
+142
+1% +$3.43K 0.15% 88
2021
Q4 		$297K Buy
+11,256
New +$277K 0.15% 89

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 22.96% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Wealth Management Solutions's SCHH Position: Q3 2022 in Review

Wealth Management Solutions sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 11,398 shares — an estimated $240K sold.

Wealth Management Solutions first reported a position in SCHH in Q4 2021 and held it in 3 quarters. The position peaked at $297K in Q4 2021. 455 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • Wealth Management Solutions reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 11,398 Schwab US REIT ETF shares in Q3 2022, an estimated $240K.
  • Wealth Management Solutions first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 3 quarters.
  • Wealth Management Solutions's Schwab US REIT ETF position peaked at $297K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Wealth Management Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.