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Concord Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Concord Wealth Partners’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
-52
Closed -$930 – 989
2023
Q3 		$930 Hold
52
– – ﹤0.01% 950
2023
Q2 		$1.01K Buy
52
+1
+2% +$19 ﹤0.01% 947
2023
Q1 		$1K Sell
51
-170
-77% -$3.4K ﹤0.01% 895
2022
Q4 		$4.27K Buy
+221
New +$4.25K ﹤0.01% 798
2022
Q3 		– Sell
-50
Closed -$1K – 952
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1189
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1244
2021
Q4 		$1K Buy
+50
New +$1.23K ﹤0.01% 1260

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Charles Schwab
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Northwestern Mutual Wealth Management
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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
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Concord Wealth Partners's SCHH Position: Q4 2023 in Review

Concord Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 52 shares — an estimated $930 sold.

Concord Wealth Partners first reported a position in SCHH in Q4 2021 and held it in 7 quarters. The position peaked at $4.27K in Q4 2022. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

  • Concord Wealth Partners reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 52 Schwab US REIT ETF shares in Q4 2023, an estimated $930.
  • Concord Wealth Partners first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 7 quarters.
  • Concord Wealth Partners's Schwab US REIT ETF position peaked at $4.27K in Q4 2022.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.