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Contravisory Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Contravisory Investment 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
-100
Closed -$2K – 318
2019
Q4 		$2K Hold
100
– – ﹤0.01% 266
2019
Q3 		$2K Hold
100
– – ﹤0.01% 269
2019
Q2 		$2K Hold
100
– – ﹤0.01% 264
2019
Q1 		$2K Hold
100
– – ﹤0.01% 291
2018
Q4 		$2K Buy
+100
New +$2.04K ﹤0.01% 273

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

Contravisory Investment Management's SCHH Position: Q1 2020 in Review

Contravisory Investment Management sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Contravisory Investment Management first reported a position in SCHH in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 399 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Contravisory Investment Management reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 100 Schwab US REIT ETF shares in Q1 2020, an estimated $2K.
  • Contravisory Investment Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 5 quarters.
  • Contravisory Investment Management's Schwab US REIT ETF position peaked at $2K in Q4 2019.
  • 399 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Contravisory Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.