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H&H Retirement Design & Management’s Schwab US REIT ETF SCHH Stock Holding History

H&H Retirement Design & Management’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
-312,764
Closed -$5.51M – 51
2020
Q2 		$5.51M Sell
312,764
-11,838
-4% -$206K 4.88% 7
2020
Q1 		$5.31M Buy
+324,602
New +$6.93M 5.04% 6

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

H&H Retirement Design & Management's SCHH Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 312,764 shares — an estimated $5.51M sold.

H&H Retirement Design & Management first reported a position in SCHH in Q1 2020 and held it in 2 quarters. The position peaked at $5.51M in Q2 2020. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • H&H Retirement Design & Management reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 312,764 Schwab US REIT ETF shares in Q3 2020, an estimated $5.51M.
  • H&H Retirement Design & Management first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 2 quarters.
  • H&H Retirement Design & Management's Schwab US REIT ETF position peaked at $5.51M in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.