KCM
SCHH icon

Kathmere Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Kathmere Capital Management’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
2021
Q1 		– Sell
-2
Closed – – 350
2020
Q4 		$0 Hold
2
– – ﹤0.01% 437
2020
Q3 		$0 Buy
+2
New +$36 ﹤0.01% 394

Other funds holding SCHH

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $688M AUM 12.13% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Kathmere Capital Management's SCHH Position: Q1 2021 in Review

Kathmere Capital Management sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 2 shares.

Kathmere Capital Management first reported a position in SCHH in Q3 2020 and held it in 2 quarters. The position peaked at $0 in Q4 2020. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

  • Kathmere Capital Management reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 2 Schwab US REIT ETF shares in Q1 2021.
  • Kathmere Capital Management first reported a position in Schwab US REIT ETF in Q3 2020 and held it in 2 quarters.
  • Kathmere Capital Management's Schwab US REIT ETF position peaked at $0 in Q4 2020.
  • 386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.