Certified Advisory Corp’s Schwab US REIT ETF SCHH Stock Holding History

Certified Advisory Corp’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	-56	Closed	-$1K	–	805
2020 Q1	$1K	Sell	56 -254	-82%	-$5.42K	﹤0.01%	743
2019 Q4	$7K	Buy	310 +32	+12%	+$746	﹤0.01%	629
2019 Q3	$7K	Buy	278 +24	+9%	+$550	﹤0.01%	643
2019 Q2	$6K	Sell	254 -1,056	-81%	-$23.6K	﹤0.01%	657
2019 Q1	$29K	Buy	1,310 +286	+28%	+$6.07K	0.01%	381
2018 Q4	$20K	Buy	1,024 +40	+4%	+$817	0.01%	433
2018 Q3	$21K	Buy	984 +28	+3%	+$592	0.01%	447
2018 Q2	$20K	Buy	956 +28	+3%	+$554	0.01%	435
2018 Q1	$17K	Sell	928 -37,502	-98%	-$723K	0.01%	439
2017 Q4	$19K	Buy	+38,430	New	+$799K	0.01%	384

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MTC

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

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

Certified Advisory Corp's SCHH Position: Q2 2020 in Review

Certified Advisory Corp sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 56 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in SCHH in Q4 2017 and held it in 10 quarters. The position peaked at $29K in Q1 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Certified Advisory Corp reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 56 Schwab US REIT ETF shares in Q2 2020, an estimated $1K.
Certified Advisory Corp first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 10 quarters.
Certified Advisory Corp's Schwab US REIT ETF position peaked at $29K in Q1 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.