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Broadview Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Broadview Financial 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
-11,226
Closed -$258K – 43
2019
Q4 		$258K Buy
11,226
+210
+2% +$4.89K 0.18% 42
2019
Q3 		$260K Sell
11,016
-140
-1% -$3.21K 0.19% 39
2019
Q2 		$248K Sell
11,156
-932
-8% -$20.8K 0.19% 41
2019
Q1 		$269K Buy
12,088
+36
+0.3% +$764 0.21% 40
2018
Q4 		$232K Buy
+12,052
New +$246K 0.21% 48

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
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

Broadview Financial Management's SCHH Position: Q1 2020 in Review

Broadview Financial Management sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 11,226 shares — an estimated $258K sold.

Broadview Financial Management first reported a position in SCHH in Q4 2018 and held it in 5 quarters. The position peaked at $269K in Q1 2019. 399 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Broadview Financial Management reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Broadview Financial Management sold 11,226 Schwab US REIT ETF shares in Q1 2020, an estimated $258K.
  • Broadview Financial Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 5 quarters.
  • Broadview Financial Management's Schwab US REIT ETF position peaked at $269K in Q1 2019.
  • 399 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Broadview Financial Management's 13F filing for Q1 2020, filed 11 May 2020.