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Laffer Tengler Investments’s Schwab US REIT ETF SCHH Stock Holding History

Laffer Tengler Investments’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
-447
Closed -$9.07K – 437
2024
Q1 		$9.07K Buy
+447
New +$8.96K ﹤0.01% 308

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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

Laffer Tengler Investments's SCHH Position: Q2 2024 in Review

Laffer Tengler Investments sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 447 shares — an estimated $9.07K sold.

Laffer Tengler Investments first reported a position in SCHH in Q1 2024 and held it in 1 quarter. The position peaked at $9.07K in Q1 2024. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Laffer Tengler Investments reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 447 Schwab US REIT ETF shares in Q2 2024, an estimated $9.07K.
  • Laffer Tengler Investments first reported a position in Schwab US REIT ETF in Q1 2024 and held it in 1 quarter.
  • Laffer Tengler Investments's Schwab US REIT ETF position peaked at $9.07K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.