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Armbruster Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Armbruster Capital 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
2020
Q2 		– Sell
-28,942
Closed -$474K – 87
2020
Q1 		$474K Sell
28,942
-191,162
-87% -$4.08M 0.22% 42
2019
Q4 		$5.06M Buy
220,104
+510
+0.2% +$11.9K 1.94% 15
2019
Q3 		$5.18M Buy
219,594
+38,480
+21% +$882K 2.15% 14
2019
Q2 		$4.02M Sell
181,114
-1,378
-0.8% -$30.8K 1.69% 17
2019
Q1 		$4.05M Buy
182,492
+10,432
+6% +$221K 1.75% 17
2018
Q4 		$3.31M Buy
172,060
+123,924
+257% +$2.53M 1.64% 17
2018
Q3 		$1M Buy
48,136
+13,972
+41% +$295K 0.44% 24
2018
Q2 		$714K Sell
34,164
-15,688
-31% -$310K 0.34% 32
2018
Q1 		$953K Sell
49,852
-34,954
-41% -$674K 0.45% 25
2017
Q4 		$1.76M Sell
84,806
-1,528
-2% -$31.8K 0.81% 18
2017
Q3 		$1.77M Buy
86,334
+10,976
+15% +$226K 0.91% 16
2017
Q2 		$1.55M Buy
75,358
+7,928
+12% +$163K 0.84% 17
2017
Q1 		$1.38M Sell
67,430
-2,800
-4% -$57.3K 0.77% 17
2016
Q4 		$1.44M Buy
70,230
+51,608
+277% +$1.04M 0.84% 17
2016
Q3 		$397K Buy
18,622
+1,194
+7% +$26.2K 0.25% 41
2016
Q2 		$379K Buy
17,428
+2,170
+14% +$44.8K 0.25% 42
2016
Q1 		$316K Buy
15,258
+2,324
+18% +$44.7K 0.22% 49
2015
Q4 		$256K Buy
+12,934
New +$253K 0.23% 53

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Armbruster Capital Management's SCHH Position: Q2 2020 in Review

Armbruster Capital Management sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 28,942 shares — an estimated $474K sold.

Armbruster Capital Management first reported a position in SCHH in Q4 2015 and held it in 18 quarters. The position peaked at $5.18M in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • Armbruster Capital Management reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Armbruster Capital Management sold 28,942 Schwab US REIT ETF shares in Q2 2020, an estimated $474K.
  • Armbruster Capital Management first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 18 quarters.
  • Armbruster Capital Management's Schwab US REIT ETF position peaked at $5.18M in Q3 2019.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Armbruster Capital Management's 13F filing for Q2 2020, filed 10 Aug 2020.