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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

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Creative Planning
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Charles Schwab
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US Bancorp
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Northwestern Mutual Wealth Management
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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. 498 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.
  • 498 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.