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Annapolis Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-800
Closed -$14.2K – 493
2023
Q3 		$14.2K Buy
+800
New +$15.4K ﹤0.01% 304

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Creative Planning
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Annapolis Financial Services's SCHH Position: Q4 2023 in Review

Annapolis Financial Services sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 800 shares — an estimated $14.2K sold.

Annapolis Financial Services first reported a position in SCHH in Q3 2023 and held it in 1 quarter. The position peaked at $14.2K in Q3 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Annapolis Financial Services reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 800 Schwab US REIT ETF shares in Q4 2023, an estimated $14.2K.
  • Annapolis Financial Services first reported a position in Schwab US REIT ETF in Q3 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Schwab US REIT ETF position peaked at $14.2K in Q3 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.