Global Wealth Management Investment Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Global Wealth Management Investment Advisory’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	-514	Closed	-$9K	–	595
2020 Q2	$9K	Sell	514 -130	-20%	-$2.26K	﹤0.01%	365
2020 Q1	$11K	Buy	644 +38	+6%	+$811	0.01%	327
2019 Q4	$14K	Sell	606 -208	-26%	-$4.85K	0.01%	309
2019 Q3	$19K	Hold	814	–	–	0.01%	254
2019 Q2	$18K	Hold	814	–	–	0.01%	288
2019 Q1	$18K	Hold	814	–	–	0.01%	319
2018 Q4	$16K	Buy	+814	New	+$16.6K	0.01%	325

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's SCHH Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 514 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in SCHH in Q4 2018 and held it in 7 quarters. The position peaked at $19K in Q3 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 514 Schwab US REIT ETF shares in Q3 2020, an estimated $9K.
Global Wealth Management Investment Advisory first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Schwab US REIT ETF position peaked at $19K in Q3 2019.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.