Beck Mack & Oliver’s Schwab US REIT ETF SCHH Stock Holding History

Beck Mack & Oliver’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	-21,500	Closed	-$494K	–	209
2019 Q4	$494K	Hold	21,500	–	–	0.02%	146
2019 Q3	$507K	Hold	21,500	–	–	0.02%	146
2019 Q2	$478K	Hold	21,500	–	–	0.02%	150
2019 Q1	$478K	Sell	21,500 -278	-1%	-$5.9K	0.02%	157
2018 Q4	$419K	Buy	+21,778	New	+$445K	0.02%	157

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

MTC

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

Beck Mack & Oliver's SCHH Position: Q1 2020 in Review

Beck Mack & Oliver sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 21,500 shares — an estimated $494K sold.

Beck Mack & Oliver first reported a position in SCHH in Q4 2018 and held it in 5 quarters. The position peaked at $507K in Q3 2019. 399 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

Beck Mack & Oliver reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
Beck Mack & Oliver sold 21,500 Schwab US REIT ETF shares in Q1 2020, an estimated $494K.
Beck Mack & Oliver first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 5 quarters.
Beck Mack & Oliver's Schwab US REIT ETF position peaked at $507K in Q3 2019.
399 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Beck Mack & Oliver's 13F filing for Q1 2020, filed 5 May 2020.