Burt Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Burt Wealth Advisors’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	-2,498	Closed	-$41K	–	439
2020 Q1	$41K	Hold	2,498	–	–	0.02%	178
2019 Q4	$57K	Hold	2,498	–	–	0.02%	164
2019 Q3	$59K	Hold	2,498	–	–	0.02%	161
2019 Q2	$56K	Hold	2,498	–	–	0.02%	161
2019 Q1	$55K	Buy	+2,498	New	+$53K	0.02%	170
2016 Q4	–	Sell	-550	Closed	-$11K	–	424
2016 Q3	$11K	Buy	550 +310	+129%	+$6.79K	0.01%	259
2016 Q2	$5K	Hold	240	–	–	0.01%	319
2016 Q1	$5K	Sell	240 -258	-52%	-$4.96K	﹤0.01%	381
2015 Q4	$9K	Buy	498 +4	+0.8%	+$78	0.01%	289
2015 Q3	$9K	Buy	+494	New	+$9.26K	0.01%	259
2015 Q2	–	Sell	-412	Closed	-$8K	–	402
2015 Q1	$8K	Buy	412 +410	+20,500%	+$8.37K	0.01%	258
2014 Q4	$1K	Buy	+2	New	+$37	﹤0.01%	344

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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Burt Wealth Advisors's SCHH Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 2,498 shares — an estimated $41K sold.

Burt Wealth Advisors first reported a position in SCHH in Q4 2014 and held it in 12 quarters. The position peaked at $59K in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Burt Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 2,498 Schwab US REIT ETF shares in Q2 2020, an estimated $41K.
Burt Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 12 quarters.
Burt Wealth Advisors's Schwab US REIT ETF position peaked at $59K in Q3 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.