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Hanson & Doremus Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Hanson & Doremus Investment 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
2019
Q4 		– Sell
-40
Closed -$1K – 457
2019
Q3 		$1K Buy
+40
New +$917 ﹤0.01% 446
2018
Q4 		– Sell
-6
Closed – – 460
2018
Q3 		$0 Sell
6
-434
-99% -$9.17K ﹤0.01% 482
2018
Q2 		$9K Buy
+440
New +$8.71K ﹤0.01% 434

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Hanson & Doremus Investment Management's SCHH Position: Q4 2019 in Review

Hanson & Doremus Investment Management sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 40 shares — an estimated $1K sold.

Hanson & Doremus Investment Management first reported a position in SCHH in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • Hanson & Doremus Investment Management reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 40 Schwab US REIT ETF shares in Q4 2019, an estimated $1K.
  • Hanson & Doremus Investment Management first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 3 quarters.
  • Hanson & Doremus Investment Management's Schwab US REIT ETF position peaked at $9K in Q2 2018.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2019, filed 16 Jan 2020.