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

Western Pacific 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
Q2 		– Sell
-31
Closed -$629 – 281
2024
Q1 		$629 Buy
+31
New +$621 ﹤0.01% 288

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Western Pacific Wealth Management's SCHH Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 31 shares — an estimated $629 sold.

Western Pacific Wealth Management first reported a position in SCHH in Q1 2024 and held it in 1 quarter. The position peaked at $629 in Q1 2024. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 31 Schwab US REIT ETF shares in Q2 2024, an estimated $629.
  • Western Pacific Wealth Management first reported a position in Schwab US REIT ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Schwab US REIT ETF position peaked at $629 in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.