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Whitegate Investment Counselors’s Schwab US REIT ETF SCHH Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-128,408
Closed -$2.93M – 177
2021
Q3 		$2.93M Sell
128,408
-342
-0.3% -$8.15K 0.42% 67
2021
Q2 		$2.95M Sell
128,750
-9,588
-7% -$213K 0.42% 66
2021
Q1 		$2.84M Sell
138,338
-86
-0.1% -$1.68K 0.43% 63
2020
Q4 		$2.63M Sell
138,424
-2,838
-2% -$52.5K 0.43% 62
2020
Q3 		$2.5M Sell
141,262
-12,540
-8% -$226K 0.46% 62
2020
Q2 		$2.71M Sell
153,802
-186,190
-55% -$3.23M 0.54% 59
2020
Q1 		$5.57M Sell
339,992
-10,142
-3% -$216K 1.35% 22
2019
Q4 		$8.05M Sell
350,134
-880
-0.3% -$20.5K 1.46% 17
2019
Q3 		$8.28M Buy
351,014
+8,494
+2% +$195K 1.62% 16
2019
Q2 		$7.61M Buy
342,520
+1,080
+0.3% +$24.1K 1.53% 16
2019
Q1 		$7.58M Buy
341,440
+25,126
+8% +$533K 1.57% 15
2018
Q4 		$6.09M Buy
316,314
+19,176
+6% +$392K 1.41% 20
2018
Q3 		$6.2M Sell
297,138
-301,722
-50% -$6.38M 1.27% 23
2018
Q2 		$12.5M Buy
598,860
+405,692
+210% +$8.03M 2.56% 4
2018
Q1 		$3.69M Buy
193,168
+37,620
+24% +$725K 0.79% 38
2017
Q4 		$3.24M Sell
155,548
-3,598
-2% -$74.8K 0.68% 51
2017
Q3 		$3.27M Buy
159,146
+1,228
+0.8% +$25.3K 0.72% 45
2017
Q2 		$3.25M Buy
157,918
+1,644
+1% +$33.8K 0.74% 45
2017
Q1 		$3.19M Buy
156,274
+4,734
+3% +$97K 0.77% 44
2016
Q4 		$3.11M Buy
151,540
+34,222
+29% +$687K 0.83% 41
2016
Q3 		$2.5M Buy
117,318
+1,712
+1% +$37.5K 0.68% 53
2016
Q2 		$2.51M Buy
+115,606
New +$2.39M 0.7% 49
2014
Q1 		$2.24M Buy
+108,318
New +$1.74M 0.61% 59

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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Whitegate Investment Counselors's SCHH Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab US REIT ETF (SCHH) in Q4 2021, closing a stake of 128,408 shares — an estimated $2.93M sold.

Whitegate Investment Counselors first reported a position in SCHH in Q1 2014 and held it in 23 quarters. The position peaked at $12.5M in Q2 2018. 475 funds tracked by Wall St. Rank hold SCHH as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 128,408 Schwab US REIT ETF shares in Q4 2021, an estimated $2.93M.
  • Whitegate Investment Counselors first reported a position in Schwab US REIT ETF in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Schwab US REIT ETF position peaked at $12.5M in Q2 2018.
  • 475 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.