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Forvis Mazars Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Forvis Mazars Wealth Advisors’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
-12,800
Closed -$210K – 314
2020
Q1 		$210K Buy
+12,800
New +$273K 0.02% 267

Other funds holding SCHH

CSIA
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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SCHH Position: Q2 2020 in Review

Forvis Mazars Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 12,800 shares — an estimated $210K sold.

Forvis Mazars Wealth Advisors first reported a position in SCHH in Q1 2020 and held it in 1 quarter. The position peaked at $210K in Q1 2020. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 12,800 Schwab US REIT ETF shares in Q2 2020, an estimated $210K.
  • Forvis Mazars Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Schwab US REIT ETF position peaked at $210K in Q1 2020.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.