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Cypress Capital’s Schwab US REIT ETF SCHH Stock Holding History

Cypress Capital’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
2019
Q4 		$9.24M Buy
402,078
+24,962
+7% +$582K 3.89% 6
2019
Q3 		$8.89M Sell
377,116
-36,648
-9% -$840K 4.09% 6
2019
Q2 		$9.19M Sell
413,764
-102,482
-20% -$2.29M 4.15% 7
2019
Q1 		$11.5M Sell
516,246
-17,628
-3% -$374K 4.78% 6
2018
Q4 		$10.3M Buy
+533,874
New +$10.9M 4.73% 7

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Cypress Capital's SCHH Position: Q4 2019 in Review

Cypress Capital increased its Schwab US REIT ETF (SCHH) stake by 6.6% in Q4 2019, buying an estimated $582K and bringing the position to 402,078 shares worth $9.24M. The position accounts for 3.89% of the portfolio, ranked #6.

Cypress Capital first reported a position in SCHH in Q4 2018 and has held it in 5 quarters since. The position peaked at $11.5M in Q1 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • Cypress Capital held 402,078 shares of Schwab US REIT ETF worth $9.24M as of Q4 2019.
  • Cypress Capital bought 24,962 Schwab US REIT ETF shares in Q4 2019, an estimated $582K.
  • Schwab US REIT ETF made up 3.89% of Cypress Capital's portfolio in Q4 2019, its #6 holding.
  • Cypress Capital first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 5 quarters since.
  • Cypress Capital's Schwab US REIT ETF position peaked at $11.5M in Q1 2019.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Cypress Capital's 13F filing for Q4 2019, filed 10 Feb 2020.