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Denver PWM’s Schwab US REIT ETF SCHH Stock Holding History

Denver PWM’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 		– Sell
-7,050
Closed -$165K – 186
2019
Q3 		$165K Buy
+7,050
New +$162K 0.1% 71

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Financial Engines Advisors
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PNC Financial Services Group
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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

Denver PWM's SCHH Position: Q4 2019 in Review

Denver PWM sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 7,050 shares — an estimated $165K sold.

Denver PWM first reported a position in SCHH in Q3 2019 and held it in 1 quarter. The position peaked at $165K in Q3 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • Denver PWM reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 7,050 Schwab US REIT ETF shares in Q4 2019, an estimated $165K.
  • Denver PWM first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Schwab US REIT ETF position peaked at $165K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.