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

Executive 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
2019
Q3 		– Sell
-3,024
Closed -$67K – 661
2019
Q2 		$67K Buy
+3,024
New +$67.5K 0.01% 253

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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Executive Wealth Management's SCHH Position: Q3 2019 in Review

Executive Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2019, closing a stake of 3,024 shares — an estimated $67K sold.

Executive Wealth Management first reported a position in SCHH in Q2 2019 and held it in 1 quarter. The position peaked at $67K in Q2 2019. 382 funds tracked by Wall St. Rank hold SCHH as of Q3 2019.

  • Executive Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3,024 Schwab US REIT ETF shares in Q3 2019, an estimated $67K.
  • Executive Wealth Management first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Schwab US REIT ETF position peaked at $67K in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.