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Wilbanks Smith & Thomas Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q3 		– Sell
-10,601
Closed -$207K – 520
2023
Q2 		$207K Sell
10,601
-245
-2% -$4.7K 0.01% 493
2023
Q1 		$212K Buy
10,846
+5
+0% +$100 0.01% 480
2022
Q4 		$209K Buy
10,841
+8
+0.1% +$154 0.01% 468
2022
Q3 		$202K Sell
10,833
-51,969
-83% -$1.12M 0.01% 447
2022
Q2 		$1.32M Buy
62,802
+4,722
+8% +$109K 0.06% 195
2022
Q1 		$1.38M Sell
58,080
-296
-0.5% -$7.14K 0.06% 195
2021
Q4 		$1.54M Buy
58,376
+47,046
+415% +$1.16M 0.05% 194
2021
Q3 		$259K Buy
11,330
+258
+2% +$6.15K 0.01% 428
2021
Q2 		$253K Buy
11,072
+38
+0.3% +$845 0.01% 432
2021
Q1 		$227K Buy
+11,034
New +$216K 0.01% 433
2014
Q1 		– Sell
-15,030
Closed -$227K – 296
2013
Q4 		$227K Hold
15,030
– – 0.03% 249
2013
Q3 		$232K Sell
15,030
-7,670
-34% -$121K 0.03% 239
2013
Q2 		$364K Buy
+22,700
New +$382K 0.06% 177

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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SCHH Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 10,601 shares — an estimated $207K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SCHH in Q2 2013 and held it in 13 quarters. The position peaked at $1.54M in Q4 2021. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 10,601 Schwab US REIT ETF shares in Q3 2023, an estimated $207K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 13 quarters.
  • Wilbanks Smith & Thomas Asset Management's Schwab US REIT ETF position peaked at $1.54M in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.