AWM
SCHH icon

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

Aberdeen 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
2021
Q1 		– Sell
-100
Closed -$2K – 153
2020
Q4 		$2K Buy
+100
New +$1.85K ﹤0.01% 159

Other funds holding SCHH

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Aberdeen Wealth Management's SCHH Position: Q1 2021 in Review

Aberdeen Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

Aberdeen Wealth Management first reported a position in SCHH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

  • Aberdeen Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Aberdeen Wealth Management sold 100 Schwab US REIT ETF shares in Q1 2021, an estimated $2K.
  • Aberdeen Wealth Management first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 1 quarter.
  • Aberdeen Wealth Management's Schwab US REIT ETF position peaked at $2K in Q4 2020.
  • 386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Aberdeen Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.