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West Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

West Financial 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
2022
Q3 		– Sell
-50
Closed -$1K – 189
2022
Q2 		$1K Hold
50
– – ﹤0.01% 160
2022
Q1 		$1K Hold
50
– – ﹤0.01% 182
2021
Q4 		$1K Hold
50
– – ﹤0.01% 171
2021
Q3 		$1K Sell
50
-34
-40% -$811 ﹤0.01% 150
2021
Q2 		$2K Sell
84
-24
-22% -$534 ﹤0.01% 140
2021
Q1 		$2K Sell
108
-606
-85% -$11.9K ﹤0.01% 145
2020
Q4 		$14K Buy
+714
New +$13.2K 0.01% 118

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

West Financial Advisors's SCHH Position: Q3 2022 in Review

West Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

West Financial Advisors first reported a position in SCHH in Q4 2020 and held it in 7 quarters. The position peaked at $14K in Q4 2020. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

  • West Financial Advisors reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
  • West Financial Advisors sold 50 Schwab US REIT ETF shares in Q3 2022, an estimated $1K.
  • West Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 7 quarters.
  • West Financial Advisors's Schwab US REIT ETF position peaked at $14K in Q4 2020.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on West Financial Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.