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PrairieView Partners’s Schwab US REIT ETF SCHH Stock Holding History

PrairieView 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
2023
Q1 		– Sell
-2
Closed – – 488
2022
Q4 		$0 Buy
+2
New +$38 ﹤0.01% 494

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BlackRock
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PrairieView Partners's SCHH Position: Q1 2023 in Review

PrairieView Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2023, closing a stake of 2 shares.

PrairieView Partners first reported a position in SCHH in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 472 funds tracked by Wall St. Rank hold SCHH as of Q1 2023.

  • PrairieView Partners reported no remaining Schwab US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • PrairieView Partners sold 2 Schwab US REIT ETF shares in Q1 2023.
  • PrairieView Partners first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 1 quarter.
  • PrairieView Partners's Schwab US REIT ETF position peaked at $0 in Q4 2022.
  • 472 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.