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

Endurance 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
Q2 		$2K Hold
82
– – ﹤0.01% 610
2023
Q1 		$2K Hold
82
– – ﹤0.01% 606
2022
Q4 		$2K Buy
+82
New +$1.58K ﹤0.01% 595

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Endurance Wealth Management's SCHH Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2023 at 82 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Endurance Wealth Management first reported a position in SCHH in Q4 2022 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Endurance Wealth Management held 82 shares of Schwab US REIT ETF worth $2K as of Q2 2023.
  • Endurance Wealth Management left its Schwab US REIT ETF share count unchanged in Q2 2023.
  • Schwab US REIT ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #610 holding.
  • Endurance Wealth Management first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 3 quarters since.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.