Loveless Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Loveless Wealth 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 Q3	–	Sell	-25,674	Closed	-$588K	–	131
2021 Q2	$588K	Sell	25,674 -3,130	-11%	-$69.6K	0.36%	82
2021 Q1	$592K	Sell	28,804 -100	-0.3%	-$1.96K	0.39%	78
2020 Q4	$549K	Sell	28,904 -20	-0.1%	-$370	0.4%	74
2020 Q3	$512K	Sell	28,924 -1,200	-4%	-$21.6K	0.43%	70
2020 Q2	$530K	Hold	30,124	–	–	0.49%	67
2020 Q1	$493K	Buy	30,124 +682	+2%	+$14.6K	0.58%	58
2019 Q4	$673K	Buy	+29,442	New	+$686K	0.58%	58

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Loveless Wealth Management's SCHH Position: Q3 2021 in Review

Loveless Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2021, closing a stake of 25,674 shares — an estimated $588K sold.

Loveless Wealth Management first reported a position in SCHH in Q4 2019 and held it in 7 quarters. The position peaked at $673K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q3 2021.

Loveless Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2021 after selling out during the quarter.
Loveless Wealth Management sold 25,674 Schwab US REIT ETF shares in Q3 2021, an estimated $588K.
Loveless Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 7 quarters.
Loveless Wealth Management's Schwab US REIT ETF position peaked at $673K in Q4 2019.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2021.

Based on Loveless Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.