Arcadia Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Arcadia Investment Advisors’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	-3,616	Closed	-$59.2K	–	80
2020 Q1	$59.2K	Sell	3,616 -103,310	-97%	-$2.2M	0.05%	42
2019 Q4	$2.46M	Sell	106,926 -83,164	-44%	-$1.94M	1.61%	18
2019 Q3	$4.48M	Buy	190,090 +78	+0%	+$1.79K	3.02%	16
2019 Q2	$4.22M	Buy	190,012 +15,340	+9%	+$342K	2.87%	16
2019 Q1	$3.88M	Buy	+174,672	New	+$3.71M	2.92%	14

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

Arcadia Investment Advisors's SCHH Position: Q2 2020 in Review

Arcadia Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 3,616 shares — an estimated $59.2K sold.

Arcadia Investment Advisors first reported a position in SCHH in Q1 2019 and held it in 5 quarters. The position peaked at $4.48M in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Arcadia Investment Advisors reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Arcadia Investment Advisors sold 3,616 Schwab US REIT ETF shares in Q2 2020, an estimated $59.2K.
Arcadia Investment Advisors first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 5 quarters.
Arcadia Investment Advisors's Schwab US REIT ETF position peaked at $4.48M in Q3 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Arcadia Investment Advisors's 13F filing for Q2 2020, filed 19 Dec 2024.