Knuff & Co’s Schwab US REIT ETF SCHH Stock Holding History

Knuff & Co’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 Q1	–	Sell	-156	Closed	-$4K	–	188
2019 Q4	$4K	Hold	156	–	–	﹤0.01%	170
2019 Q3	$4K	Hold	156	–	–	﹤0.01%	178
2019 Q2	$3K	Hold	156	–	–	﹤0.01%	119
2019 Q1	$3K	Hold	156	–	–	﹤0.01%	131
2018 Q4	$3K	Buy	+156	New	+$3.19K	﹤0.01%	127

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Knuff & Co's SCHH Position: Q1 2020 in Review

Knuff & Co sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 156 shares — an estimated $4K sold.

Knuff & Co first reported a position in SCHH in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 399 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

Knuff & Co reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
Knuff & Co sold 156 Schwab US REIT ETF shares in Q1 2020, an estimated $4K.
Knuff & Co first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 5 quarters.
Knuff & Co's Schwab US REIT ETF position peaked at $4K in Q4 2019.
399 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Knuff & Co's 13F filing for Q1 2020, filed 13 May 2020.