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

WealthPLAN 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
-10,206
Closed -$204K – 291
2024
Q2 		$204K Buy
+10,206
New +$199K 0.02% 288
2024
Q1 		– Sell
-9,684
Closed -$201K – 339
2023
Q4 		$201K Buy
+9,684
New +$180K 0.02% 308
2023
Q3 		– Sell
-7,514
Closed -$147K – 995
2023
Q2 		$147K Buy
7,514
+188
+3% +$3.6K 0.02% 339
2023
Q1 		$143K Buy
+7,326
New +$147K 0.02% 358

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 19.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's SCHH Position: Q3 2024 in Review

WealthPLAN Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2024, closing a stake of 10,206 shares — an estimated $204K sold.

WealthPLAN Partners first reported a position in SCHH in Q1 2023 and held it in 4 quarters. The position peaked at $204K in Q2 2024. 505 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

  • WealthPLAN Partners reported no remaining Schwab US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 10,206 Schwab US REIT ETF shares in Q3 2024, an estimated $204K.
  • WealthPLAN Partners first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 4 quarters.
  • WealthPLAN Partners's Schwab US REIT ETF position peaked at $204K in Q2 2024.
  • 505 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.