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IBEX Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

IBEX Wealth Advisors’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
Q1 		– Sell
-107,082
Closed -$2.46M – 111
2019
Q4 		$2.46M Buy
+107,082
New +$2.49M 0.75% 57

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

IBEX Wealth Advisors's SCHH Position: Q1 2020 in Review

IBEX Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 107,082 shares — an estimated $2.46M sold.

IBEX Wealth Advisors first reported a position in SCHH in Q4 2019 and held it in 1 quarter. The position peaked at $2.46M in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • IBEX Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 107,082 Schwab US REIT ETF shares in Q1 2020, an estimated $2.46M.
  • IBEX Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Schwab US REIT ETF position peaked at $2.46M in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on IBEX Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.