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Aspire Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Aspire Wealth 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
-8,756
Closed -$171K – 195
2023
Q2 		$171K Hold
8,756
– – 0.13% 93
2023
Q1 		$171K Sell
8,756
-3,025
-26% -$60.6K 0.14% 90
2022
Q4 		$227K Hold
11,781
– – 0.2% 77
2022
Q3 		$220K Buy
+11,781
New +$255K 0.21% 76

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

Aspire Wealth Management's SCHH Position: Q3 2023 in Review

Aspire Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 8,756 shares — an estimated $171K sold.

Aspire Wealth Management first reported a position in SCHH in Q3 2022 and held it in 4 quarters. The position peaked at $227K in Q4 2022. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Aspire Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 8,756 Schwab US REIT ETF shares in Q3 2023, an estimated $171K.
  • Aspire Wealth Management first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 4 quarters.
  • Aspire Wealth Management's Schwab US REIT ETF position peaked at $227K in Q4 2022.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.