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Life Planning Partners’s Schwab US REIT ETF SCHH Stock Holding History

Life Planning Partners’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
-788
Closed -$16.3K – 200
2023
Q4 		$16.3K Buy
+788
New +$14.6K 0.02% 139
2022
Q3 		$13.9K Hold
742
– – 0.02% 127
2022
Q2 		$16K Hold
742
– – 0.02% 127
2022
Q1 		$18K Hold
742
– – 0.02% 121
2021
Q4 		$20K Buy
+742
New +$18.3K 0.02% 113

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Life Planning Partners's SCHH Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 788 shares — an estimated $16.3K sold.

Life Planning Partners first reported a position in SCHH in Q4 2021 and held it in 5 quarters. The position peaked at $20K in Q4 2021. 497 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 788 Schwab US REIT ETF shares in Q1 2024, an estimated $16.3K.
  • Life Planning Partners first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Schwab US REIT ETF position peaked at $20K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.