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Impact Partnership Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-572
Closed -$11.6K – 590
2024
Q1 		$11.6K Hold
572
– – ﹤0.01% 435
2023
Q4 		$11.8K Sell
572
-141
-20% -$2.62K ﹤0.01% 478
2023
Q3 		$12.7K Sell
713
-170
-19% -$3.27K ﹤0.01% 553
2023
Q2 		$17.2K Buy
+883
New +$16.9K 0.01% 361

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Impact Partnership Wealth's SCHH Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 572 shares — an estimated $11.6K sold.

Impact Partnership Wealth first reported a position in SCHH in Q2 2023 and held it in 4 quarters. The position peaked at $17.2K in Q2 2023. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 572 Schwab US REIT ETF shares in Q2 2024, an estimated $11.6K.
  • Impact Partnership Wealth first reported a position in Schwab US REIT ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Schwab US REIT ETF position peaked at $17.2K in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.