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Berkshire Money Management’s Schwab US REIT ETF SCHH Stock Holding History

Berkshire Money 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
Q2 		– Sell
-2,178
Closed -$36K – 66
2020
Q1 		$36K Buy
+2,178
New +$46.5K 0.01% 54

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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Berkshire Money Management's SCHH Position: Q2 2020 in Review

Berkshire Money Management sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 2,178 shares — an estimated $36K sold.

Berkshire Money Management first reported a position in SCHH in Q1 2020 and held it in 1 quarter. The position peaked at $36K in Q1 2020. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • Berkshire Money Management reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 2,178 Schwab US REIT ETF shares in Q2 2020, an estimated $36K.
  • Berkshire Money Management first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 1 quarter.
  • Berkshire Money Management's Schwab US REIT ETF position peaked at $36K in Q1 2020.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Berkshire Money Management's 13F filing for Q2 2020, filed 27 Jul 2020.