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Independence Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Independence 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
Q3 		$2K Buy
104
+30
+41% +$540 ﹤0.01% 167
2020
Q2 		$1K Buy
74
+6
+9% +$104 ﹤0.01% 164
2020
Q1 		$1K Hold
68
– – ﹤0.01% 151
2019
Q4 		$2K Buy
+68
New +$1.58K ﹤0.01% 157

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

Independence Advisors's SCHH Position: Q3 2020 in Review

Independence Advisors increased its Schwab US REIT ETF (SCHH) stake by 41% in Q3 2020, buying an estimated $540 and bringing the position to 104 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Independence Advisors first reported a position in SCHH in Q4 2019 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • Independence Advisors held 104 shares of Schwab US REIT ETF worth $2K as of Q3 2020.
  • Independence Advisors bought 30 Schwab US REIT ETF shares in Q3 2020, an estimated $540.
  • Schwab US REIT ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #167 holding.
  • Independence Advisors first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.