Destination Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Destination Wealth 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
2019 Q3	–	Sell	-194	Closed	-$4K	–	427
2019 Q2	$4K	Buy	+194	New	+$4.33K	﹤0.01%	501
2019 Q1	–	Sell	-2,860	Closed	-$55K	–	717
2018 Q4	$55K	Buy	2,860 +2,084	+269%	+$42.5K	﹤0.01%	245
2018 Q3	$16K	Sell	776 -1,194	-61%	-$25.2K	﹤0.01%	423
2018 Q2	$41K	Buy	1,970 +1,900	+2,714%	+$37.6K	﹤0.01%	290
2018 Q1	$1K	Buy	+70	New	+$1.35K	﹤0.01%	554

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 $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Destination Wealth Management's SCHH Position: Q3 2019 in Review

Destination Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2019, closing a stake of 194 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in SCHH in Q1 2018 and held it in 5 quarters. The position peaked at $55K in Q4 2018. 382 funds tracked by Wall St. Rank hold SCHH as of Q3 2019.

Destination Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 194 Schwab US REIT ETF shares in Q3 2019, an estimated $4K.
Destination Wealth Management first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 5 quarters.
Destination Wealth Management's Schwab US REIT ETF position peaked at $55K in Q4 2018.
382 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.