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Almanack Investment Partners’s Schwab US REIT ETF SCHH Stock Holding History

Almanack Investment Partners’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
-209,544
Closed -$3.43M – 283
2020
Q1 		$3.43M Buy
209,544
+53,204
+34% +$1.14M 0.74% 27
2019
Q4 		$3.59M Buy
156,340
+15,030
+11% +$350K 0.69% 33
2019
Q3 		$3.33M Buy
+141,310
New +$3.24M 0.65% 39

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Almanack Investment Partners's SCHH Position: Q2 2020 in Review

Almanack Investment Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 209,544 shares — an estimated $3.43M sold.

Almanack Investment Partners first reported a position in SCHH in Q3 2019 and held it in 3 quarters. The position peaked at $3.59M in Q4 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • Almanack Investment Partners reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 209,544 Schwab US REIT ETF shares in Q2 2020, an estimated $3.43M.
  • Almanack Investment Partners first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 3 quarters.
  • Almanack Investment Partners's Schwab US REIT ETF position peaked at $3.59M in Q4 2019.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Almanack Investment Partners's 13F filing for Q2 2020, filed 10 Aug 2020.