First Allied Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

First Allied Advisory Services’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 Q2	–	Sell	-80,754	Closed	-$1.32M	–	1178
2020 Q1	$1.32M	Buy	+80,754	New	+$1.72M	0.06%	333
2019 Q4	–	Sell	-1,846	Closed	-$44K	–	1544
2019 Q3	$44K	Buy	+1,846	New	+$42.3K	﹤0.01%	1373
2018 Q1	–	Sell	-534	Closed	-$11K	–	1445
2017 Q4	$11K	Buy	+534	New	+$11.1K	﹤0.01%	1453
2015 Q4	–	Sell	-10,990	Closed	-$205K	–	1145
2015 Q3	$205K	Sell	10,990 -166	-1%	-$3.11K	0.01%	913
2015 Q2	$200K	Sell	11,156 -10,296	-48%	-$198K	0.01%	1027
2015 Q1	$441K	Buy	+21,452	New	+$438K	0.03%	614

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

First Allied Advisory Services's SCHH Position: Q2 2020 in Review

First Allied Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 80,754 shares — an estimated $1.32M sold.

First Allied Advisory Services first reported a position in SCHH in Q1 2015 and held it in 6 quarters. The position peaked at $1.32M in Q1 2020. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

First Allied Advisory Services reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
First Allied Advisory Services sold 80,754 Schwab US REIT ETF shares in Q2 2020, an estimated $1.32M.
First Allied Advisory Services first reported a position in Schwab US REIT ETF in Q1 2015 and held it in 6 quarters.
First Allied Advisory Services's Schwab US REIT ETF position peaked at $1.32M in Q1 2020.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on First Allied Advisory Services's 13F filing for Q2 2020, filed 13 Aug 2020.