Hurlow Wealth Management Group’s Schwab US REIT ETF SCHH Stock Holding History

Hurlow Wealth Management Group’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	-34,136	Closed	-$589K	–	92
2020 Q1	$589K	Buy	34,136 +4,242	+14%	+$90.5K	0.63%	30
2019 Q4	$691K	Sell	29,894 -2,064	-6%	-$48.1K	0.68%	30
2019 Q3	$752K	Sell	31,958 -5,126	-14%	-$118K	0.8%	26
2019 Q2	$846K	Buy	37,084 +784	+2%	+$17.5K	0.89%	22
2019 Q1	$805K	Buy	36,300 +424	+1%	+$9K	0.86%	25
2018 Q4	$751K	Buy	+35,876	New	+$732K	0.91%	26

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

Hurlow Wealth Management Group's SCHH Position: Q2 2020 in Review

Hurlow Wealth Management Group sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 34,136 shares — an estimated $589K sold.

Hurlow Wealth Management Group first reported a position in SCHH in Q4 2018 and held it in 6 quarters. The position peaked at $846K in Q2 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Hurlow Wealth Management Group reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Hurlow Wealth Management Group sold 34,136 Schwab US REIT ETF shares in Q2 2020, an estimated $589K.
Hurlow Wealth Management Group first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 6 quarters.
Hurlow Wealth Management Group's Schwab US REIT ETF position peaked at $846K in Q2 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2020, filed 15 Jul 2020.