Duncker Streett & Co’s Schwab US REIT ETF SCHH Stock Holding History

Duncker Streett & Co’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 Q2	–	Sell	-350	Closed	-$7K	–	517
2021 Q1	$7K	Hold	350	–	–	﹤0.01%	444
2020 Q4	$7K	Hold	350	–	–	﹤0.01%	458
2020 Q3	$6K	Buy	350 +70	+25%	+$1.26K	﹤0.01%	452
2020 Q2	$5K	Hold	280	–	–	﹤0.01%	466
2020 Q1	$5K	Hold	280	–	–	﹤0.01%	480
2019 Q4	$6K	Buy	+280	New	+$6.52K	﹤0.01%	501

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 $374B AUM 17.66% 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

Duncker Streett & Co's SCHH Position: Q2 2021 in Review

Duncker Streett & Co sold out of Schwab US REIT ETF (SCHH) in Q2 2021, closing a stake of 350 shares — an estimated $7K sold.

Duncker Streett & Co first reported a position in SCHH in Q4 2019 and held it in 6 quarters. The position peaked at $7K in Q1 2021. 402 funds tracked by Wall St. Rank hold SCHH as of Q2 2021.

Duncker Streett & Co reported no remaining Schwab US REIT ETF position as of Q2 2021 after selling out during the quarter.
Duncker Streett & Co sold 350 Schwab US REIT ETF shares in Q2 2021, an estimated $7K.
Duncker Streett & Co first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 6 quarters.
Duncker Streett & Co's Schwab US REIT ETF position peaked at $7K in Q1 2021.
402 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2021.

Based on Duncker Streett & Co's 13F filing for Q2 2021, filed 27 Jul 2021.