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Safeguard Financial’s Schwab US REIT ETF SCHH Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-5,530
Closed -$107K – 461
2023
Q2 		$107K Buy
+5,530
New +$106K 0.05% 95

Other funds holding SCHH

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Safeguard Financial's SCHH Position: Q3 2023 in Review

Safeguard Financial sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 5,530 shares — an estimated $107K sold.

Safeguard Financial first reported a position in SCHH in Q2 2023 and held it in 1 quarter. The position peaked at $107K in Q2 2023. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Safeguard Financial reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 5,530 Schwab US REIT ETF shares in Q3 2023, an estimated $107K.
  • Safeguard Financial first reported a position in Schwab US REIT ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Schwab US REIT ETF position peaked at $107K in Q2 2023.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.