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Jordan Park Group’s Schwab US REIT ETF SCHH Stock Holding History

Jordan Park Group’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
Q2 		– Sell
-139,132
Closed -$2.28M – 38
2020
Q1 		$2.28M Hold
139,132
– – 0.19% 21
2019
Q4 		$3.2M Sell
139,132
-248
-0.2% -$5.78K 0.23% 21
2019
Q3 		$3.29M Buy
139,380
+248
+0.2% +$5.69K 0.27% 21
2019
Q2 		$3.11M Buy
+139,132
New +$3.1M 0.28% 22

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jordan Park Group's SCHH Position: Q2 2020 in Review

Jordan Park Group sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 139,132 shares — an estimated $2.28M sold.

Jordan Park Group first reported a position in SCHH in Q2 2019 and held it in 4 quarters. The position peaked at $3.29M in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • Jordan Park Group reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Jordan Park Group sold 139,132 Schwab US REIT ETF shares in Q2 2020, an estimated $2.28M.
  • Jordan Park Group first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 4 quarters.
  • Jordan Park Group's Schwab US REIT ETF position peaked at $3.29M in Q3 2019.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Jordan Park Group's 13F filing for Q2 2020, filed 31 Jul 2020.