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Capital Advisory Group Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Capital Advisory Group Advisory Services’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
-246
Closed -$6K – 470
2019
Q4 		$6K Buy
+246
New +$5.73K ﹤0.01% 169

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MTC
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Capital Advisory Group Advisory Services's SCHH Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 246 shares — an estimated $6K sold.

Capital Advisory Group Advisory Services first reported a position in SCHH in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Capital Advisory Group Advisory Services reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 246 Schwab US REIT ETF shares in Q1 2020, an estimated $6K.
  • Capital Advisory Group Advisory Services first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Schwab US REIT ETF position peaked at $6K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.