Heritage Wealth Advisors
SCHH icon

Heritage Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Heritage Wealth Advisors’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
2024
Q1 		– Sell
-4,810
Closed -$99.6K – 569
2023
Q4 		$99.6K Buy
+4,810
New +$89.4K 0.01% 267

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Charles Schwab
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US Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Heritage Wealth Advisors's SCHH Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 4,810 shares — an estimated $99.6K sold.

Heritage Wealth Advisors first reported a position in SCHH in Q4 2023 and held it in 1 quarter. The position peaked at $99.6K in Q4 2023. 497 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 4,810 Schwab US REIT ETF shares in Q1 2024, an estimated $99.6K.
  • Heritage Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Schwab US REIT ETF position peaked at $99.6K in Q4 2023.
  • 497 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.