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Laurel Wealth Planning’s Schwab US REIT ETF SCHH Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-1,440
Closed -$27.8K – 171
2022
Q4 		$27.8K Hold
1,440
– – 0.02% 118
2022
Q3 		$27K Hold
1,440
– – 0.02% 118
2022
Q2 		$30K Buy
+1,440
New +$33.1K 0.02% 125

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Laurel Wealth Planning's SCHH Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 1,440 shares — an estimated $27.8K sold.

Laurel Wealth Planning first reported a position in SCHH in Q2 2022 and held it in 3 quarters. The position peaked at $30K in Q2 2022. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 1,440 Schwab US REIT ETF shares in Q1 2023, an estimated $27.8K.
  • Laurel Wealth Planning first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 3 quarters.
  • Laurel Wealth Planning's Schwab US REIT ETF position peaked at $30K in Q2 2022.
  • 472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.