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Evanson Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Evanson Asset 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
Q1 		– Sell
-9,162
Closed -$211K – 242
2019
Q4 		$211K Buy
9,162
+128
+1% +$2.98K 0.04% 224
2019
Q3 		$213K Buy
9,034
+50
+0.6% +$1.15K 0.04% 216
2019
Q2 		$200K Hold
8,984
– – 0.04% 229
2019
Q1 		$200K Buy
+8,984
New +$191K 0.04% 225
2018
Q4 		– Sell
-11,132
Closed -$232K – 240
2018
Q3 		$232K Buy
11,132
+48
+0.4% +$1.01K 0.05% 214
2018
Q2 		$232K Hold
11,084
– – 0.05% 225
2018
Q1 		$212K Buy
11,084
+46
+0.4% +$887 0.04% 234
2017
Q4 		$230K Sell
11,038
-4
-0% -$83 0.05% 225
2017
Q3 		$227K Sell
11,042
-8,162
-43% -$168K 0.05% 207
2017
Q2 		$396K Buy
19,204
+4,640
+32% +$95.4K 0.09% 139
2017
Q1 		$297K Sell
14,564
-3,282
-18% -$67.2K 0.07% 167
2016
Q4 		$366K Buy
17,846
+344
+2% +$6.91K 0.1% 138
2016
Q3 		$373K Sell
17,502
-7,292
-29% -$160K 0.11% 134
2016
Q2 		$539K Buy
24,794
+444
+2% +$9.16K 0.16% 95
2016
Q1 		$504K Buy
24,350
+48
+0.2% +$923 0.17% 95
2015
Q4 		$482K Buy
24,302
+78
+0.3% +$1.52K 0.18% 98
2015
Q3 		$450K Buy
24,224
+54
+0.2% +$1.01K 0.17% 108
2015
Q2 		$439K Sell
24,170
-500
-2% -$9.64K 0.15% 113
2015
Q1 		$500K Buy
24,670
+2,592
+12% +$52.9K 0.18% 105
2014
Q4 		$430K Buy
22,078
+3,442
+18% +$64.5K 0.16% 111
2014
Q3 		$317K Sell
18,636
-3,354
-15% -$59.8K 0.13% 133
2014
Q2 		$389K Buy
+21,990
New +$381K 0.15% 126

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
M&T Bank
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

Evanson Asset Management's SCHH Position: Q1 2020 in Review

Evanson Asset Management sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 9,162 shares — an estimated $211K sold.

Evanson Asset Management first reported a position in SCHH in Q2 2014 and held it in 22 quarters. The position peaked at $539K in Q2 2016. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Evanson Asset Management reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Evanson Asset Management sold 9,162 Schwab US REIT ETF shares in Q1 2020, an estimated $211K.
  • Evanson Asset Management first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 22 quarters.
  • Evanson Asset Management's Schwab US REIT ETF position peaked at $539K in Q2 2016.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Evanson Asset Management's 13F filing for Q1 2020, filed 24 Apr 2020.