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Beese Fulmer Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Beese Fulmer Investment 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
Q3 		– Sell
-94
Closed -$2K – 472
2020
Q2 		$2K Buy
+94
New +$1.63K ﹤0.01% 579

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

Beese Fulmer Investment Management's SCHH Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 94 shares — an estimated $2K sold.

Beese Fulmer Investment Management first reported a position in SCHH in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 94 Schwab US REIT ETF shares in Q3 2020, an estimated $2K.
  • Beese Fulmer Investment Management first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Schwab US REIT ETF position peaked at $2K in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.