CBT
SCHH icon

Capital Bank & Trust’s Schwab US REIT ETF SCHH Stock Holding History

Capital Bank & Trust’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
-5,828
Closed -$134K – 776
2019
Q4 		$134K Buy
+5,828
New +$136K ﹤0.01% 348

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Capital Bank & Trust's SCHH Position: Q1 2020 in Review

Capital Bank & Trust sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 5,828 shares — an estimated $134K sold.

Capital Bank & Trust first reported a position in SCHH in Q4 2019 and held it in 1 quarter. The position peaked at $134K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Capital Bank & Trust reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 5,828 Schwab US REIT ETF shares in Q1 2020, an estimated $134K.
  • Capital Bank & Trust first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Capital Bank & Trust's Schwab US REIT ETF position peaked at $134K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.