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Emery Howard Portfolio Management’s Schwab US REIT ETF SCHH Stock Holding History

Emery Howard Portfolio 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
Q4 		– Sell
-32,594
Closed -$576K – 38
2020
Q3 		$576K Sell
32,594
-5,112
-14% -$92K 0.11% 22
2020
Q2 		$664K Sell
37,706
-16,070
-30% -$279K 0.14% 21
2020
Q1 		$880K Sell
53,776
-236
-0.4% -$5.04K 0.22% 21
2019
Q4 		$1.24M Sell
54,012
-322
-0.6% -$7.5K 0.23% 21
2019
Q3 		$1.28M Buy
54,334
+982
+2% +$22.5K 0.26% 20
2019
Q2 		$1.19M Hold
53,352
– – 0.24% 20
2019
Q1 		$1.19M Buy
53,352
+256
+0.5% +$5.43K 0.25% 20
2018
Q4 		$1.02M Buy
53,096
+34,086
+179% +$696K 0.24% 20
2018
Q3 		$397K Buy
19,010
+3,466
+22% +$73.3K 0.08% 29
2018
Q2 		$325K Buy
15,544
+2,990
+24% +$59.2K 0.07% 32
2018
Q1 		$240K Buy
12,554
+1,414
+13% +$27.3K 0.05% 32
2017
Q4 		$232K Buy
11,140
+72
+0.7% +$1.5K 0.05% 32
2017
Q3 		$228K Buy
11,068
+64
+0.6% +$1.32K 0.05% 33
2017
Q2 		$227K Buy
11,004
+64
+0.6% +$1.31K 0.05% 31
2017
Q1 		$223K Buy
10,940
+30
+0.3% +$614 0.05% 31
2016
Q4 		$224K Buy
10,910
+110
+1% +$2.21K 0.05% 32
2016
Q3 		$230K Buy
10,800
+58
+0.5% +$1.27K 0.05% 31
2016
Q2 		$233K Buy
10,742
+58
+0.5% +$1.2K 0.06% 31
2016
Q1 		$221K Buy
10,684
+54
+0.5% +$1.04K 0.06% 30
2015
Q4 		$211K Buy
+10,630
New +$208K 0.05% 30

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
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
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

Emery Howard Portfolio Management's SCHH Position: Q4 2020 in Review

Emery Howard Portfolio Management sold out of Schwab US REIT ETF (SCHH) in Q4 2020, closing a stake of 32,594 shares — an estimated $576K sold.

Emery Howard Portfolio Management first reported a position in SCHH in Q4 2015 and held it in 20 quarters. The position peaked at $1.28M in Q3 2019. 365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

  • Emery Howard Portfolio Management reported no remaining Schwab US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Emery Howard Portfolio Management sold 32,594 Schwab US REIT ETF shares in Q4 2020, an estimated $576K.
  • Emery Howard Portfolio Management first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 20 quarters.
  • Emery Howard Portfolio Management's Schwab US REIT ETF position peaked at $1.28M in Q3 2019.
  • 365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2020, filed 3 Feb 2021.