Newbridge Financial Services Group’s Schwab US REIT ETF SCHH Stock Holding History

Newbridge Financial Services Group’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	-60	Closed	-$1.17K	–	1434
2023 Q1	$1.17K	Sell	60 -134	-69%	-$2.68K	﹤0.01%	1256
2022 Q4	$3.73K	Buy	194 +1	+0.5%	+$19	﹤0.01%	1115
2022 Q3	$4K	Sell	193 -6	-3%	-$130	﹤0.01%	1099
2022 Q2	$4K	Buy	+199	New	+$4.58K	﹤0.01%	1068
2022 Q1	–	Sell	-60	Closed	-$2K	–	1545
2021 Q4	$2K	Sell	60 -350	-85%	-$8.63K	﹤0.01%	1270
2021 Q3	$9K	Buy	410 +112	+38%	+$2.67K	0.01%	912
2021 Q2	$7K	Sell	298 -210	-41%	-$4.67K	﹤0.01%	1057
2021 Q1	$10K	Buy	508 +194	+62%	+$3.79K	0.01%	905
2020 Q4	$6K	Sell	314 -600	-66%	-$11.1K	﹤0.01%	824
2020 Q3	$16K	Buy	+914	New	+$16.4K	0.02%	563

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

Newbridge Financial Services Group's SCHH Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Schwab US REIT ETF (SCHH) in Q2 2023, closing a stake of 60 shares — an estimated $1.17K sold.

Newbridge Financial Services Group first reported a position in SCHH in Q3 2020 and held it in 10 quarters. The position peaked at $16K in Q3 2020. 454 funds tracked by Wall St. Rank hold SCHH as of Q2 2023.

Newbridge Financial Services Group reported no remaining Schwab US REIT ETF position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 60 Schwab US REIT ETF shares in Q2 2023, an estimated $1.17K.
Newbridge Financial Services Group first reported a position in Schwab US REIT ETF in Q3 2020 and held it in 10 quarters.
Newbridge Financial Services Group's Schwab US REIT ETF position peaked at $16K in Q3 2020.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.