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Financial Architects (New Jersey)’s Schwab US REIT ETF SCHH Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-118
Closed -$2K – 667
2020
Q2 		$2K Hold
118
– – ﹤0.01% 813
2020
Q1 		$2K Hold
118
– – ﹤0.01% 793
2019
Q4 		$3K Buy
118
+2
+2% +$47 ﹤0.01% 818
2019
Q3 		$3K Buy
116
+2
+2% +$46 ﹤0.01% 890
2019
Q2 		$3K Hold
114
– – ﹤0.01% 1064
2019
Q1 		$3K Buy
+114
New +$2.42K ﹤0.01% 1297
2018
Q2 		– Sell
-678
Closed -$13K – 1482
2018
Q1 		$13K Sell
678
-1,470
-68% -$28.3K ﹤0.01% 1003
2017
Q4 		$45K Buy
2,148
+1,548
+258% +$32.2K 0.01% 718
2017
Q3 		$12K Hold
600
– – ﹤0.01% 1082
2017
Q2 		$12K Hold
600
– – ﹤0.01% 1096
2017
Q1 		$12K Hold
600
– – ﹤0.01% 1091
2016
Q4 		$12K Hold
600
– – ﹤0.01% 970
2016
Q3 		$13K Hold
600
– – ﹤0.01% 949
2016
Q2 		$13K Hold
600
– – ﹤0.01% 907
2016
Q1 		$12K Buy
+600
New +$11.5K ﹤0.01% 710
2015
Q3 		– Sell
-3,904
Closed -$71K – 772
2015
Q2 		$71K Sell
3,904
-564
-13% -$10.9K 0.03% 370
2015
Q1 		$91K Buy
4,468
+2
+0% +$41 0.04% 300
2014
Q4 		$87K Buy
4,466
+800
+22% +$15K 0.04% 272
2014
Q3 		$62K Buy
3,666
+364
+11% +$6.49K 0.03% 287
2014
Q2 		$58K Buy
+3,302
New +$57.2K 0.03% 304

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

Financial Architects (New Jersey)'s SCHH Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 118 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SCHH in Q2 2014 and held it in 20 quarters. The position peaked at $91K in Q1 2015. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 118 Schwab US REIT ETF shares in Q3 2020, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 20 quarters.
  • Financial Architects (New Jersey)'s Schwab US REIT ETF position peaked at $91K in Q1 2015.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.