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Wealth Quarterback’s Schwab US REIT ETF SCHH Stock Holding History

Wealth Quarterback’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
2021
Q3 		$48K Buy
+2,306
New +$55K 0.03% 241
2020
Q1 		– Sell
-16
Closed -$372 – 1096
2019
Q4 		$372 Buy
+16
New +$373 ﹤0.01% 925

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.09B AUM 11.58% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Quarterback's SCHH Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Schwab US REIT ETF (SCHH) in Q3 2021: 2,306 shares worth $48K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in SCHH as recently as Q4 2019.

Wealth Quarterback first reported a position in SCHH in Q4 2019 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

  • Wealth Quarterback held 2,306 shares of Schwab US REIT ETF worth $48K as of Q3 2021.
  • Schwab US REIT ETF was a new Wealth Quarterback position in Q3 2021.
  • Schwab US REIT ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #241 holding.
  • Wealth Quarterback first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.