Aspiriant LLC’s Schwab US REIT ETF SCHH Stock Holding History

Aspiriant LLC’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 Q1	–	Sell	-43,676	Closed	-$1M	–	208
2019 Q4	$1M	Sell	43,676 -2,136	-5%	-$49.8K	0.09%	96
2019 Q3	$1.08M	Hold	45,812	–	–	0.1%	102
2019 Q2	$1.02M	Hold	45,812	–	–	0.08%	106
2019 Q1	$1.02M	Sell	45,812 -5,572	-11%	-$118K	0.08%	111
2018 Q4	$990K	Buy	51,384 +5,042	+11%	+$103K	0.08%	105
2018 Q3	$967K	Sell	46,342 -1,376	-3%	-$29.1K	0.08%	109
2018 Q2	$997K	Sell	47,718 -2,524	-5%	-$49.9K	0.09%	106
2018 Q1	$961K	Buy	+50,242	New	+$968K	0.08%	108

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

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

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

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

MTC

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

Aspiriant LLC's SCHH Position: Q1 2020 in Review

Aspiriant LLC sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 43,676 shares — an estimated $1M sold.

Aspiriant LLC first reported a position in SCHH in Q1 2018 and held it in 8 quarters. The position peaked at $1.08M in Q3 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

Aspiriant LLC reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
Aspiriant LLC sold 43,676 Schwab US REIT ETF shares in Q1 2020, an estimated $1M.
Aspiriant LLC first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 8 quarters.
Aspiriant LLC's Schwab US REIT ETF position peaked at $1.08M in Q3 2019.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Aspiriant LLC's 13F filing for Q1 2020, filed 5 May 2020.