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Asset Management Group’s Schwab US REIT ETF SCHH Stock Holding History

Asset Management Group’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
Q4 		– Sell
-18,216
Closed -$322K – 121
2020
Q3 		$322K Buy
18,216
+116
+0.6% +$2.09K 0.09% 100
2020
Q2 		$319K Buy
18,100
+108
+0.6% +$1.88K 0.1% 97
2020
Q1 		$295K Buy
17,992
+58
+0.3% +$1.24K 0.11% 94
2019
Q4 		$412K Sell
17,934
-1,158
-6% -$27K 0.12% 90
2019
Q3 		$450K Buy
19,092
+128
+0.7% +$2.94K 0.15% 84
2019
Q2 		$421K Sell
18,964
-5,628
-23% -$126K 0.15% 84
2019
Q1 		$546K Sell
24,592
-790
-3% -$16.8K 0.2% 78
2018
Q4 		$489K Buy
25,382
+586
+2% +$12K 0.2% 77
2018
Q3 		$517K Buy
24,796
+170
+0.7% +$3.59K 0.18% 80
2018
Q2 		$514K Buy
24,626
+6
+0% +$119 0.18% 80
2018
Q1 		$471K Buy
24,620
+164
+0.7% +$3.16K 0.17% 82
2017
Q4 		$509K Buy
24,456
+182
+0.7% +$3.78K 0.18% 80
2017
Q3 		$499K Buy
24,274
+2,376
+11% +$49K 0.19% 80
2017
Q2 		$451K Buy
21,898
+118
+0.5% +$2.42K 0.17% 81
2017
Q1 		$444K Buy
21,780
+56
+0.3% +$1.15K 0.18% 80
2016
Q4 		$446K Sell
21,724
-3,506
-14% -$70.4K 0.18% 79
2016
Q3 		$538K Buy
25,230
+126
+0.5% +$2.76K 0.22% 77
2016
Q2 		$545K Buy
25,104
+130
+0.5% +$2.68K 0.24% 75
2016
Q1 		$517K Buy
24,974
+500
+2% +$9.62K 0.23% 78
2015
Q4 		$485K Buy
24,474
+200
+0.8% +$3.91K 0.22% 78
2015
Q3 		$451K Buy
24,274
+138
+0.6% +$2.59K 0.21% 77
2015
Q2 		$438K Buy
24,136
+5,524
+30% +$106K 0.2% 77
2015
Q1 		$377K Buy
+18,612
New +$380K 0.17% 78

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Asset Management Group's SCHH Position: Q4 2020 in Review

Asset Management Group sold out of Schwab US REIT ETF (SCHH) in Q4 2020, closing a stake of 18,216 shares — an estimated $322K sold.

Asset Management Group first reported a position in SCHH in Q1 2015 and held it in 23 quarters. The position peaked at $546K in Q1 2019. 365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

  • Asset Management Group reported no remaining Schwab US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Asset Management Group sold 18,216 Schwab US REIT ETF shares in Q4 2020, an estimated $322K.
  • Asset Management Group first reported a position in Schwab US REIT ETF in Q1 2015 and held it in 23 quarters.
  • Asset Management Group's Schwab US REIT ETF position peaked at $546K in Q1 2019.
  • 365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on Asset Management Group's 13F filing for Q4 2020, filed 16 Feb 2021.