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

Adams Chetwood 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	-142,218	Closed	-$2.7M	–	76
2020 Q4	$2.7M	Buy	142,218 +1,336	+0.9%	+$24.7K	2.24%	8
2020 Q3	$2.49M	Sell	140,882 -760	-0.5%	-$13.7K	2.4%	8
2020 Q2	$2.49M	Buy	141,642 +636	+0.5%	+$11K	2.54%	9
2020 Q1	$2.44M	Sell	141,006 -236	-0.2%	-$5.04K	2.85%	7
2019 Q4	$3.25M	Buy	+141,242	New	+$3.29M	3.32%	6

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Adams Chetwood Wealth Management's SCHH Position: Q1 2021 in Review

Adams Chetwood Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 142,218 shares — an estimated $2.7M sold.

Adams Chetwood Wealth Management first reported a position in SCHH in Q4 2019 and held it in 5 quarters. The position peaked at $3.25M in Q4 2019. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

Adams Chetwood Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
Adams Chetwood Wealth Management sold 142,218 Schwab US REIT ETF shares in Q1 2021, an estimated $2.7M.
Adams Chetwood Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 5 quarters.
Adams Chetwood Wealth Management's Schwab US REIT ETF position peaked at $3.25M in Q4 2019.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2021, filed 28 May 2021.