IEQ Capital’s Schwab US REIT ETF SCHH Stock Holding History

IEQ Capital’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	-13,946	Closed	-$320K	–	423
2019 Q4	$320K	Buy	+13,946	New	+$325K	0.03%	302

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

IEQ Capital's SCHH Position: Q1 2020 in Review

IEQ Capital sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 13,946 shares — an estimated $320K sold.

IEQ Capital first reported a position in SCHH in Q4 2019 and held it in 1 quarter. The position peaked at $320K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

IEQ Capital reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
IEQ Capital sold 13,946 Schwab US REIT ETF shares in Q1 2020, an estimated $320K.
IEQ Capital first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 1 quarter.
IEQ Capital's Schwab US REIT ETF position peaked at $320K in Q4 2019.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on IEQ Capital's 13F filing for Q1 2020, filed 7 May 2020.