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Leading Edge Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

Leading Edge Financial 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
2024
Q1 		– Sell
-21,264
Closed -$440K – 58
2023
Q4 		$440K Sell
21,264
-22,453
-51% -$417K 0.23% 32
2023
Q3 		$776K Sell
43,717
-1,441
-3% -$27.7K 0.5% 29
2023
Q2 		$882K Sell
45,158
-5,655
-11% -$108K 0.58% 24
2023
Q1 		$991K Buy
50,813
+2,102
+4% +$42.1K 0.72% 23
2022
Q4 		$940K Buy
+48,711
New +$937K 0.81% 22

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
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

Leading Edge Financial Planning's SCHH Position: Q1 2024 in Review

Leading Edge Financial Planning sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 21,264 shares — an estimated $440K sold.

Leading Edge Financial Planning first reported a position in SCHH in Q4 2022 and held it in 5 quarters. The position peaked at $991K in Q1 2023. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Leading Edge Financial Planning reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Leading Edge Financial Planning sold 21,264 Schwab US REIT ETF shares in Q1 2024, an estimated $440K.
  • Leading Edge Financial Planning first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 5 quarters.
  • Leading Edge Financial Planning's Schwab US REIT ETF position peaked at $991K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Leading Edge Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.