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Associated Banc-Corp’s Schwab US REIT ETF SCHH Stock Holding History

Associated Banc-Corp’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
2021
Q1 		– Sell
-475,316
Closed -$9.02M – 767
2020
Q4 		$9.02M Sell
475,316
-18,678
-4% -$346K 0.35% 80
2020
Q3 		$8.74M Sell
493,994
-23,286
-5% -$419K 0.38% 70
2020
Q2 		$9.11M Sell
517,280
-37,262
-7% -$647K 0.41% 66
2020
Q1 		$9.08M Buy
+554,542
New +$11.8M 0.48% 58

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Associated Banc-Corp's SCHH Position: Q1 2021 in Review

Associated Banc-Corp sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 475,316 shares — an estimated $9.02M sold.

Associated Banc-Corp first reported a position in SCHH in Q1 2020 and held it in 4 quarters. The position peaked at $9.11M in Q2 2020. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

  • Associated Banc-Corp reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 475,316 Schwab US REIT ETF shares in Q1 2021, an estimated $9.02M.
  • Associated Banc-Corp first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 4 quarters.
  • Associated Banc-Corp's Schwab US REIT ETF position peaked at $9.11M in Q2 2020.
  • 386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.