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Intrust Bank’s Schwab US REIT ETF SCHH Stock Holding History

Intrust Bank’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 		– Sell
-16,068
Closed -$283K – 354
2020
Q2 		$283K Buy
16,068
+496
+3% +$8.61K 0.06% 268
2020
Q1 		$255K Buy
15,572
+468
+3% +$9.99K 0.07% 258
2019
Q4 		$347K Hold
15,104
– – 0.08% 248
2019
Q3 		$356K Buy
+15,104
New +$346K 0.09% 241
2019
Q2 		– Sell
-38,326
Closed -$851K – 370
2019
Q1 		$851K Buy
38,326
+3,388
+10% +$71.9K 0.22% 118
2018
Q4 		$673K Buy
+34,938
New +$713K 0.2% 134

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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $34.1B AUM 29.2% 1-Year Est. Return

Intrust Bank's SCHH Position: Q3 2020 in Review

Intrust Bank sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 16,068 shares — an estimated $283K sold.

Intrust Bank first reported a position in SCHH in Q4 2018 and held it in 6 quarters. The position peaked at $851K in Q1 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • Intrust Bank reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Intrust Bank sold 16,068 Schwab US REIT ETF shares in Q3 2020, an estimated $283K.
  • Intrust Bank first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 6 quarters.
  • Intrust Bank's Schwab US REIT ETF position peaked at $851K in Q1 2019.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Intrust Bank's 13F filing for Q3 2020, filed 5 Nov 2020.