JBJ Investment Partners’s Schwab US REIT ETF SCHH Stock Holding History

JBJ Investment Partners’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	-347,810	Closed	-$6.13M	–	55
2020 Q2	$6.13M	Buy	347,810 +6,228	+2%	+$108K	1.75%	14
2020 Q1	$5.59M	Sell	341,582 -84,448	-20%	-$1.8M	2.01%	13
2019 Q4	$9.79M	Buy	426,030 +12,224	+3%	+$285K	3%	10
2019 Q3	$9.76M	Sell	413,806 -72,590	-15%	-$1.66M	3.28%	8
2019 Q2	$10.8M	Buy	486,396 +81,214	+20%	+$1.81M	3.91%	8
2019 Q1	$9M	Buy	+405,182	New	+$8.6M	3.43%	9

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JBJ Investment Partners's SCHH Position: Q3 2020 in Review

JBJ Investment Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 347,810 shares — an estimated $6.13M sold.

JBJ Investment Partners first reported a position in SCHH in Q1 2019 and held it in 6 quarters. The position peaked at $10.8M in Q2 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

JBJ Investment Partners reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
JBJ Investment Partners sold 347,810 Schwab US REIT ETF shares in Q3 2020, an estimated $6.13M.
JBJ Investment Partners first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 6 quarters.
JBJ Investment Partners's Schwab US REIT ETF position peaked at $10.8M in Q2 2019.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on JBJ Investment Partners's 13F filing for Q3 2020, filed 23 Oct 2020.