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

West Paces 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
-325
Closed -$6.23K – 566
2023
Q1 		$6.34K Hold
325
– – ﹤0.01% 402
2022
Q4 		$6.27K Hold
325
– – ﹤0.01% 381
2022
Q3 		$6.08K Buy
+325
New +$7.03K ﹤0.01% 375
2021
Q3 		– Sell
-310
Closed -$7.1K – 630
2021
Q2 		$7.1K Buy
+310
New +$6.89K ﹤0.01% 396
2017
Q2 		– Sell
-10,376
Closed -$212K – 513
2017
Q1 		$212K Sell
10,376
-6,288
-38% -$129K 0.17% 102
2016
Q4 		$342K Buy
+16,664
New +$335K 0.32% 76

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

West Paces Advisors's SCHH Position: Q2 2023 in Review

West Paces Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 325 shares — an estimated $6.23K sold.

West Paces Advisors first reported a position in SCHH in Q4 2016 and held it in 6 quarters. The position peaked at $342K in Q4 2016. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • West Paces Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • West Paces Advisors sold 325 Schwab US REIT ETF shares in Q2 2023, an estimated $6.23K.
  • West Paces Advisors first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 6 quarters.
  • West Paces Advisors's Schwab US REIT ETF position peaked at $342K in Q4 2016.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on West Paces Advisors's 13F filing for Q2 2023, filed 18 Dec 2023.