AdvicePeriod’s Schwab US REIT ETF SCHH Stock Holding History

AdvicePeriod’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 Q2	–	Sell	-36,558	Closed	-$598K	–	84
2020 Q1	$598K	Sell	36,558 -134	-0.4%	-$2.86K	0.06%	74
2019 Q4	$843K	Buy	36,692 +70	+0.2%	+$1.63K	0.07%	71
2019 Q3	$864K	Sell	36,622 -610	-2%	-$14K	0.08%	67
2019 Q2	$827K	Buy	37,232 +10,576	+40%	+$236K	0.08%	66
2019 Q1	$592K	Hold	26,656	–	–	0.06%	71
2018 Q4	$513K	Buy	26,656 +2,240	+9%	+$45.7K	0.06%	70
2018 Q3	$509K	Buy	24,416 +974	+4%	+$20.6K	0.06%	71
2018 Q2	$490K	Buy	23,442 +1,532	+7%	+$30.3K	0.08%	56
2018 Q1	$419K	Buy	21,910 +2,962	+16%	+$57.1K	0.07%	60
2017 Q4	$394K	Buy	+18,948	New	+$394K	0.07%	60

Other funds holding SCHH

CSIA

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

AdvicePeriod's SCHH Position: Q2 2020 in Review

AdvicePeriod sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 36,558 shares — an estimated $598K sold.

AdvicePeriod first reported a position in SCHH in Q4 2017 and held it in 10 quarters. The position peaked at $864K in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

AdvicePeriod reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
AdvicePeriod sold 36,558 Schwab US REIT ETF shares in Q2 2020, an estimated $598K.
AdvicePeriod first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 10 quarters.
AdvicePeriod's Schwab US REIT ETF position peaked at $864K in Q3 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on AdvicePeriod's 13F filing for Q2 2020, filed 5 Aug 2020.