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GoalVest Advisory’s Schwab US REIT ETF SCHH Stock Holding History

GoalVest Advisory’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
-135
Closed -$2.63K – 403
2023
Q1 		$2.63K Buy
+135
New +$2.7K ﹤0.01% 219

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 Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GoalVest Advisory's SCHH Position: Q2 2023 in Review

GoalVest Advisory sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 135 shares — an estimated $2.63K sold.

GoalVest Advisory first reported a position in SCHH in Q1 2023 and held it in 1 quarter. The position peaked at $2.63K in Q1 2023. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • GoalVest Advisory reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • GoalVest Advisory sold 135 Schwab US REIT ETF shares in Q2 2023, an estimated $2.63K.
  • GoalVest Advisory first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 1 quarter.
  • GoalVest Advisory's Schwab US REIT ETF position peaked at $2.63K in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.