KC
SCHH icon

Kingfisher Capital’s Schwab US REIT ETF SCHH Stock Holding History

Kingfisher Capital’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
-17,672
Closed -$289K – 156
2020
Q1 		$289K Sell
17,672
-1,738
-9% -$37.1K 0.15% 124
2019
Q4 		$446K Sell
19,410
-144
-0.7% -$3.35K 0.21% 118
2019
Q3 		$461K Buy
19,554
+438
+2% +$10K 0.28% 102
2019
Q2 		$425K Sell
19,116
-76
-0.4% -$1.7K 0.26% 94
2019
Q1 		$426K Buy
19,192
+756
+4% +$16K 0.27% 91
2018
Q4 		$355K Buy
18,436
+94
+0.5% +$1.92K 0.25% 95
2018
Q3 		$383K Buy
18,342
+368
+2% +$7.78K 0.21% 100
2018
Q2 		$375K Buy
17,974
+880
+5% +$17.4K 0.24% 100
2018
Q1 		$327K Sell
17,094
-12
-0.1% -$231 0.21% 106
2017
Q4 		$356K Buy
17,106
+646
+4% +$13.4K 0.23% 104
2017
Q3 		$339K Buy
16,460
+2,428
+17% +$50K 0.22% 97
2017
Q2 		$289K Buy
14,032
+186
+1% +$3.82K 0.2% 101
2017
Q1 		$282K Buy
+13,846
New +$284K 0.2% 100

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

Kingfisher Capital's SCHH Position: Q2 2020 in Review

Kingfisher Capital sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 17,672 shares — an estimated $289K sold.

Kingfisher Capital first reported a position in SCHH in Q1 2017 and held it in 13 quarters. The position peaked at $461K in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • Kingfisher Capital reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Kingfisher Capital sold 17,672 Schwab US REIT ETF shares in Q2 2020, an estimated $289K.
  • Kingfisher Capital first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 13 quarters.
  • Kingfisher Capital's Schwab US REIT ETF position peaked at $461K in Q3 2019.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Kingfisher Capital's 13F filing for Q2 2020, filed 11 Aug 2020.