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Triad Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Triad Wealth 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
2024
Q3 		– Sell
-845
Closed -$16.9K – 737
2024
Q2 		$16.9K Buy
+845
New +$16.5K 0.01% 376

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Envestnet Portfolio Solutions
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BlackRock
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Ameriprise
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Triad Wealth Partners's SCHH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 845 shares — an estimated $16.9K sold.

Triad Wealth Partners first reported a position in SCHH in Q2 2024 and held it in 1 quarter. The position peaked at $16.9K in Q2 2024. 506 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 845 Schwab US REIT ETF shares in Q3 2024, an estimated $16.9K.
  • Triad Wealth Partners first reported a position in Schwab US REIT ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab US REIT ETF position peaked at $16.9K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.