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

Danda Trouve 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
2021 Q1	–	Sell	-72,518	Closed	-$1.38M	–	174
2020 Q4	$1.38M	Sell	72,518 -24,796	-25%	-$459K	1.68%	21
2020 Q3	$1.72M	Sell	97,314 -13,750	-12%	-$247K	2.35%	17
2020 Q2	$1.96M	Buy	111,064 +110	+0.1%	+$1.91K	2.96%	14
2020 Q1	$1.82M	Buy	110,954 +386	+0.3%	+$8.24K	3.77%	10
2019 Q4	$2.54M	Buy	+110,568	New	+$2.58M	3.66%	10

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Danda Trouve Investment Management's SCHH Position: Q1 2021 in Review

Danda Trouve Investment Management sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 72,518 shares — an estimated $1.38M sold.

Danda Trouve Investment Management first reported a position in SCHH in Q4 2019 and held it in 5 quarters. The position peaked at $2.54M in Q4 2019. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

Danda Trouve Investment Management reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
Danda Trouve Investment Management sold 72,518 Schwab US REIT ETF shares in Q1 2021, an estimated $1.38M.
Danda Trouve Investment Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 5 quarters.
Danda Trouve Investment Management's Schwab US REIT ETF position peaked at $2.54M in Q4 2019.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Danda Trouve Investment Management's 13F filing for Q1 2021, filed 4 May 2021.