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

Doyle 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
-12
Closed – – 650
2019
Q2 		$0 Buy
+12
New +$268 ﹤0.01% 849
2019
Q1 		– Sell
-12
Closed – – 634
2018
Q4 		$0 Buy
+12
New +$245 ﹤0.01% 864

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Financial Engines Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Doyle Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2019, closing a stake of 12 shares.

Doyle Wealth Management first reported a position in SCHH in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2019. 382 funds tracked by Wall St. Rank hold SCHH as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 12 Schwab US REIT ETF shares in Q3 2019.
  • Doyle Wealth Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab US REIT ETF position peaked at $0 in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.