LifePlan Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

LifePlan Financial 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 Q3	$2K	Sell	94 -334	-78%	-$6.01K	﹤0.01%	531
2020 Q2	$8K	Sell	428 -252	-37%	-$4.38K	﹤0.01%	431
2020 Q1	$11K	Buy	680 +34	+5%	+$725	0.01%	390
2019 Q4	$15K	Sell	646 -584	-47%	-$13.6K	0.01%	383
2019 Q3	$29K	Buy	1,230 +894	+266%	+$20.5K	0.01%	299
2019 Q2	$7K	Buy	336 +16	+5%	+$357	﹤0.01%	430
2019 Q1	$7K	Buy	320 +54	+20%	+$1.15K	﹤0.01%	432
2018 Q4	$5K	Buy	266 +6	+2%	+$123	﹤0.01%	447
2018 Q3	$5K	Buy	+260	New	+$5.5K	﹤0.01%	447

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

LifePlan Financial Group's SCHH Position: Q3 2020 in Review

LifePlan Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 78% in Q3 2020, selling an estimated $6.01K and leaving 94 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

LifePlan Financial Group first reported a position in SCHH in Q3 2018 and has held it in 9 quarters since. The position peaked at $29K in Q3 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

LifePlan Financial Group held 94 shares of Schwab US REIT ETF worth $2K as of Q3 2020.
LifePlan Financial Group sold 334 Schwab US REIT ETF shares in Q3 2020, an estimated $6.01K.
Schwab US REIT ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #531 holding.
LifePlan Financial Group first reported a position in Schwab US REIT ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's Schwab US REIT ETF position peaked at $29K in Q3 2019.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.