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D'Orazio & Associates’s Schwab US REIT ETF SCHH Stock Holding History

D'Orazio & Associates’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
Q2 		– Sell
-788
Closed -$13K – 360
2020
Q1 		$13K Hold
788
– – 0.01% 213
2019
Q4 		$18K Hold
788
– – 0.01% 217
2019
Q3 		$19K Buy
+788
New +$18.1K 0.01% 209
2017
Q3 		– Sell
-44
Closed -$1K – 320
2017
Q2 		$1K Buy
+44
New +$904 ﹤0.01% 321

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

D'Orazio & Associates's SCHH Position: Q2 2020 in Review

D'Orazio & Associates sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 788 shares — an estimated $13K sold.

D'Orazio & Associates first reported a position in SCHH in Q2 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • D'Orazio & Associates reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 788 Schwab US REIT ETF shares in Q2 2020, an estimated $13K.
  • D'Orazio & Associates first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 4 quarters.
  • D'Orazio & Associates's Schwab US REIT ETF position peaked at $19K in Q3 2019.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.