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

Bridges 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 Q1	–	Sell	-14,286	Closed	-$328K	–	262
2019 Q4	$328K	Hold	14,286	–	–	0.01%	232
2019 Q3	$337K	Hold	14,286	–	–	0.01%	346
2019 Q2	$317K	Hold	14,286	–	–	0.01%	362
2019 Q1	$317K	Hold	14,286	–	–	0.01%	316
2018 Q4	$275K	Sell	14,286 -1,412	-9%	-$28.8K	0.01%	315
2018 Q3	$328K	Sell	15,698 -26,628	-63%	-$563K	0.02%	231
2018 Q2	$884K	Buy	+42,326	New	+$837K	0.04%	177

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 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Bridges Investment Management's SCHH Position: Q1 2020 in Review

Bridges Investment Management sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 14,286 shares — an estimated $328K sold.

Bridges Investment Management first reported a position in SCHH in Q2 2018 and held it in 7 quarters. The position peaked at $884K in Q2 2018. 399 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

Bridges Investment Management reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
Bridges Investment Management sold 14,286 Schwab US REIT ETF shares in Q1 2020, an estimated $328K.
Bridges Investment Management first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 7 quarters.
Bridges Investment Management's Schwab US REIT ETF position peaked at $884K in Q2 2018.
399 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Bridges Investment Management's 13F filing for Q1 2020, filed 12 May 2020.