Carlsbad Wealth Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Carlsbad Wealth Advisory 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 Q2	$3.73M	Buy	+191,136	New	+$3.66M	2.41%	13

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carlsbad Wealth Advisory Group's SCHH Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab US REIT ETF (SCHH) in Q2 2023: 191,136 shares worth $3.73M. The stake represents 2.41% of the portfolio and ranks #13 among its holdings.

454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Carlsbad Wealth Advisory Group held 191,136 shares of Schwab US REIT ETF worth $3.73M as of Q2 2023.
Schwab US REIT ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab US REIT ETF made up 2.41% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #13 holding.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.