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New England Capital Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

New England Capital Financial Advisors’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
-1,244
Closed -$24.3K – 431
2023
Q1 		$24.3K Hold
1,244
– – 0.02% 164
2022
Q4 		$25.4K Buy
+1,244
New +$23.9K 0.02% 162

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US Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MGIA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

New England Capital Financial Advisors's SCHH Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 1,244 shares — an estimated $24.3K sold.

New England Capital Financial Advisors first reported a position in SCHH in Q4 2022 and held it in 2 quarters. The position peaked at $25.4K in Q4 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 1,244 Schwab US REIT ETF shares in Q2 2023, an estimated $24.3K.
  • New England Capital Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Schwab US REIT ETF position peaked at $25.4K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.