PWM
SCHH icon

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

Prosperity 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
2024
Q1 		– Sell
-9,800
Closed -$203K – 201
2023
Q4 		$203K Buy
+9,800
New +$182K 0.13% 130

Other funds holding SCHH

Charles Schwab Investment Advisory
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

Prosperity Wealth Management's SCHH Position: Q1 2024 in Review

Prosperity Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 9,800 shares — an estimated $203K sold.

Prosperity Wealth Management first reported a position in SCHH in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 497 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Prosperity Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 9,800 Schwab US REIT ETF shares in Q1 2024, an estimated $203K.
  • Prosperity Wealth Management first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 1 quarter.
  • Prosperity Wealth Management's Schwab US REIT ETF position peaked at $203K in Q4 2023.
  • 497 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.