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Freedom Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Freedom Investment 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 		– Sell
-144,569
Closed -$2.82M – 763
2023
Q1 		$2.82M Buy
+144,569
New +$2.9M 0.32% 67

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MGIA
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Northwestern Mutual Wealth Management
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Freedom Investment Management's SCHH Position: Q2 2023 in Review

Freedom Investment Management sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 144,569 shares — an estimated $2.82M sold.

Freedom Investment Management first reported a position in SCHH in Q1 2023 and held it in 1 quarter. The position peaked at $2.82M in Q1 2023. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • Freedom Investment Management reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 144,569 Schwab US REIT ETF shares in Q2 2023, an estimated $2.82M.
  • Freedom Investment Management first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 1 quarter.
  • Freedom Investment Management's Schwab US REIT ETF position peaked at $2.82M in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.