Global Strategic Investment Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Global Strategic Investment Solutions’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	-68,006	Closed	-$1.11M	–	93
2020 Q1	$1.11M	Sell	68,006 -181,830	-73%	-$3.88M	0.42%	33
2019 Q4	$5.74M	Sell	249,836 -34,900	-12%	-$813K	2.07%	15
2019 Q3	$6.71M	Buy	284,736 +6,090	+2%	+$140K	2.62%	12
2019 Q2	$6.19M	Buy	278,646 +5,564	+2%	+$124K	3.13%	11
2019 Q1	$6.07M	Buy	273,082 +75,124	+38%	+$1.59M	3.3%	11
2018 Q4	$3.81M	Buy	+197,958	New	+$4.04M	3.25%	12

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

Global Strategic Investment Solutions's SCHH Position: Q2 2020 in Review

Global Strategic Investment Solutions sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 68,006 shares — an estimated $1.11M sold.

Global Strategic Investment Solutions first reported a position in SCHH in Q4 2018 and held it in 6 quarters. The position peaked at $6.71M in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Global Strategic Investment Solutions reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Global Strategic Investment Solutions sold 68,006 Schwab US REIT ETF shares in Q2 2020, an estimated $1.11M.
Global Strategic Investment Solutions first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 6 quarters.
Global Strategic Investment Solutions's Schwab US REIT ETF position peaked at $6.71M in Q3 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2020, filed 11 Aug 2020.