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

Elmwood 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
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	237
2020 Q2	$2K	Sell	100 -1,480	-94%	-$25.7K	﹤0.01%	237
2020 Q1	$30.2K	Buy	+1,580	New	+$33.7K	0.03%	143
2019 Q4	–	Sell	-158	Closed	-$4K	–	216
2019 Q3	$4K	Sell	158 -400	-72%	-$9.17K	﹤0.01%	224
2019 Q2	$12K	Sell	558 -290	-34%	-$6.47K	0.01%	184
2019 Q1	$19K	Sell	848 -252	-23%	-$5.35K	0.02%	158
2018 Q4	$21K	Sell	1,100 -464	-30%	-$9.47K	0.02%	158
2018 Q3	$32.6K	Sell	1,564 -10	-0.6%	-$211	0.03%	153
2018 Q2	$32.9K	Sell	1,574 -6	-0.4%	-$119	0.03%	142
2018 Q1	$30.2K	Buy	+1,580	New	+$30.5K	0.03%	143

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

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

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

Elmwood Wealth Management's SCHH Position: Q3 2020 in Review

Elmwood Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q3 2020 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Elmwood Wealth Management first reported a position in SCHH in Q1 2018 and has held it in 10 quarters since. The position peaked at $32.9K in Q2 2018. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Elmwood Wealth Management held 100 shares of Schwab US REIT ETF worth $2K as of Q3 2020.
Elmwood Wealth Management left its Schwab US REIT ETF share count unchanged in Q3 2020.
Schwab US REIT ETF made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #237 holding.
Elmwood Wealth Management first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 10 quarters since.
Elmwood Wealth Management's Schwab US REIT ETF position peaked at $32.9K in Q2 2018.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.