Dynamic Advisor Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Dynamic Advisor Solutions’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 Q1	–	Sell	-8,896	Closed	-$204K	–	577
2019 Q4	$204K	Buy	8,896 +130	+1%	+$3.03K	0.03%	499
2019 Q3	$207K	Sell	8,766 -2,136	-20%	-$49K	0.03%	464
2019 Q2	$242K	Buy	10,902 +728	+7%	+$16.2K	0.04%	415
2019 Q1	$226K	Buy	+10,174	New	+$216K	0.04%	352
2018 Q3	–	Sell	-10,108	Closed	-$211K	–	424
2018 Q2	$211K	Buy	+10,108	New	+$200K	0.05%	365

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Dynamic Advisor Solutions's SCHH Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 8,896 shares — an estimated $204K sold.

Dynamic Advisor Solutions first reported a position in SCHH in Q2 2018 and held it in 5 quarters. The position peaked at $242K in Q2 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

Dynamic Advisor Solutions reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,896 Schwab US REIT ETF shares in Q1 2020, an estimated $204K.
Dynamic Advisor Solutions first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 5 quarters.
Dynamic Advisor Solutions's Schwab US REIT ETF position peaked at $242K in Q2 2019.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.