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3D Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

3D Asset 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
2020
Q3 		– Sell
-21,294
Closed -$375K – 82
2020
Q2 		$375K Sell
21,294
-924
-4% -$16K 0.1% 46
2020
Q1 		$364K Sell
22,218
-8,010
-26% -$171K 0.11% 38
2019
Q4 		$695K Sell
30,228
-478
-2% -$11.1K 0.16% 31
2019
Q3 		$724K Sell
30,706
-652
-2% -$15K 0.17% 28
2019
Q2 		$697K Sell
31,358
-2,118
-6% -$47.3K 0.17% 28
2019
Q1 		$744K Sell
33,476
-1,604
-5% -$34K 0.18% 27
2018
Q4 		$675K Buy
35,080
+140
+0.4% +$2.86K 0.17% 29
2018
Q3 		$729K Sell
34,940
-1,008
-3% -$21.3K 0.17% 28
2018
Q2 		$751K Sell
35,948
-1,376
-4% -$27.2K 0.18% 28
2018
Q1 		$714K Sell
37,324
-1,474
-4% -$28.4K 0.17% 28
2017
Q4 		$807K Sell
38,798
-1,248
-3% -$25.9K 0.19% 27
2017
Q3 		$824K Sell
40,046
-614
-2% -$12.7K 0.2% 27
2017
Q2 		$834K Sell
40,660
-482
-1% -$9.91K 0.21% 26
2017
Q1 		$839K Sell
41,142
-25,092
-38% -$514K 0.22% 27
2016
Q4 		$1.36M Sell
66,234
-530
-0.8% -$10.6K 0.36% 24
2016
Q3 		$1.42M Sell
66,764
-27,990
-30% -$614K 0.38% 24
2016
Q2 		$2.06M Sell
94,754
-30,664
-24% -$633K 0.57% 24
2016
Q1 		$2.6M Sell
125,418
-539,952
-81% -$10.4M 0.74% 22
2015
Q4 		$13.2M Sell
665,370
-32,310
-5% -$631K 3.93% 13
2015
Q3 		$13M Buy
697,680
+3,342
+0.5% +$62.7K 3.94% 13
2015
Q2 		$12.6M Buy
694,338
+1,966
+0.3% +$37.9K 3.78% 14
2015
Q1 		$14M Sell
692,372
-20,702
-3% -$423K 4.24% 12
2014
Q4 		$13.9M Sell
713,074
-160,840
-18% -$3.01M 4.24% 12
2014
Q3 		$14.9M Sell
873,914
-116,758
-12% -$2.08M 4.53% 9
2014
Q2 		$17.5M Buy
990,672
+18,488
+2% +$320K 5.08% 7
2014
Q1 		$16.1M Buy
972,184
+29,374
+3% +$471K 4.82% 7
2013
Q4 		$14.3M Buy
942,810
+32,386
+4% +$505K 4.34% 7
2013
Q3 		$14.1M Buy
910,424
+208,616
+30% +$3.3M 4.56% 7
2013
Q2 		$11.3M Buy
+701,808
New +$11.8M 3.79% 10

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

3D Asset Management's SCHH Position: Q3 2020 in Review

3D Asset Management sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 21,294 shares — an estimated $375K sold.

3D Asset Management first reported a position in SCHH in Q2 2013 and held it in 29 quarters. The position peaked at $17.5M in Q2 2014. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • 3D Asset Management reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • 3D Asset Management sold 21,294 Schwab US REIT ETF shares in Q3 2020, an estimated $375K.
  • 3D Asset Management first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 29 quarters.
  • 3D Asset Management's Schwab US REIT ETF position peaked at $17.5M in Q2 2014.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.