WFA
SCHH icon

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

WestHill 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
Q2 		– Sell
-212
Closed -$5K – 118
2022
Q1 		$5K Hold
212
– – ﹤0.01% 115
2021
Q4 		$6K Hold
212
– – ﹤0.01% 116
2021
Q3 		$5K Buy
+212
New +$5.05K ﹤0.01% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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

WestHill Financial Advisors's SCHH Position: Q2 2022 in Review

WestHill Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2022, closing a stake of 212 shares — an estimated $5K sold.

WestHill Financial Advisors first reported a position in SCHH in Q3 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 464 funds tracked by Wall St. Rank hold SCHH as of Q2 2022.

  • WestHill Financial Advisors reported no remaining Schwab US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • WestHill Financial Advisors sold 212 Schwab US REIT ETF shares in Q2 2022, an estimated $5K.
  • WestHill Financial Advisors first reported a position in Schwab US REIT ETF in Q3 2021 and held it in 3 quarters.
  • WestHill Financial Advisors's Schwab US REIT ETF position peaked at $6K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2022.

Based on WestHill Financial Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.