Liberty Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Liberty Wealth Management’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 Q2	–	Sell	-16,848	Closed	-$347K	–	227
2023 Q1	$347K	Buy	+16,848	New	+$337K	0.07%	155
2021 Q4	–	Sell	-78	Closed	-$2K	–	917
2021 Q3	$2K	Buy	+78	New	+$1.86K	﹤0.01%	1077
2020 Q3	–	Sell	-350	Closed	-$6K	–	942
2020 Q2	$6K	Buy	350 +2	+0.6%	+$35	﹤0.01%	584
2020 Q1	$6K	Buy	+348	New	+$7.43K	0.01%	554
2019 Q4	–	Sell	-596	Closed	-$14K	–	958
2019 Q3	$14K	Buy	+596	New	+$13.7K	0.01%	458

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Liberty Wealth Management's SCHH Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 16,848 shares — an estimated $347K sold.

Liberty Wealth Management first reported a position in SCHH in Q3 2019 and held it in 5 quarters. The position peaked at $347K in Q1 2023. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Liberty Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 16,848 Schwab US REIT ETF shares in Q2 2023, an estimated $347K.
Liberty Wealth Management first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 5 quarters.
Liberty Wealth Management's Schwab US REIT ETF position peaked at $347K in Q1 2023.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.