ZIG
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Zullo Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-7,810
Closed -$151K – 595
2022
Q4 		$151K Buy
7,810
+70
+0.9% +$1.35K 0.09% 160
2022
Q3 		$145K Sell
7,740
-2,951
-28% -$63.8K 0.09% 159
2022
Q2 		$225K Sell
10,691
-1,991
-16% -$45.8K 0.14% 125
2022
Q1 		$316K Buy
12,682
+2,070
+20% +$50K 0.16% 114
2021
Q4 		$280K Buy
+10,612
New +$262K 0.14% 126

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Zullo Investment Group's SCHH Position: Q1 2023 in Review

Zullo Investment Group sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 7,810 shares — an estimated $151K sold.

Zullo Investment Group first reported a position in SCHH in Q4 2021 and held it in 5 quarters. The position peaked at $316K in Q1 2022. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Zullo Investment Group reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 7,810 Schwab US REIT ETF shares in Q1 2023, an estimated $151K.
  • Zullo Investment Group first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Schwab US REIT ETF position peaked at $316K in Q1 2022.
  • 472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.