Anavon Capital’s Schwab US REIT ETF SCHH Stock Holding History

Anavon Capital’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
2019 Q4	$584K	Buy	+25,400	New	+$592K	0.56%	15

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

MTC

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

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

MGIA

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

Anavon Capital's SCHH Position: Q4 2019 in Review

Anavon Capital opened a new position in Schwab US REIT ETF (SCHH) in Q4 2019: 25,400 shares worth $584K. The stake represents 0.56% of the portfolio and ranks #15 among its holdings.

428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

Anavon Capital held 25,400 shares of Schwab US REIT ETF worth $584K as of Q4 2019.
Schwab US REIT ETF was a new Anavon Capital position in Q4 2019.
Schwab US REIT ETF made up 0.56% of Anavon Capital's portfolio in Q4 2019, its #15 holding.
428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Anavon Capital's 13F filing for Q4 2019, filed 10 Feb 2020.