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LVW Advisors’s Schwab US REIT ETF SCHH Stock Holding History

LVW Advisors’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
-227,728
Closed -$3.73M – 209
2020
Q1 		$3.73M Sell
227,728
-3,520
-2% -$75.1K 0.99% 23
2019
Q4 		$5.31M Sell
231,248
-17,312
-7% -$403K 1.2% 19
2019
Q3 		$5.86M Buy
248,560
+15,138
+6% +$347K 1.45% 16
2019
Q2 		$5.19M Sell
233,422
-5,216
-2% -$116K 1.43% 16
2019
Q1 		$5.3M Sell
238,638
-12,746
-5% -$271K 1.41% 14
2018
Q4 		$4.84M Sell
251,384
-80,986
-24% -$1.65M 1.63% 13
2018
Q3 		$6.93M Sell
332,370
-72,206
-18% -$1.53M 1.95% 9
2018
Q2 		$8.45M Buy
+404,576
New +$8M 2.68% 6

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

LVW Advisors's SCHH Position: Q2 2020 in Review

LVW Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 227,728 shares — an estimated $3.73M sold.

LVW Advisors first reported a position in SCHH in Q2 2018 and held it in 8 quarters. The position peaked at $8.45M in Q2 2018. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

  • LVW Advisors reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • LVW Advisors sold 227,728 Schwab US REIT ETF shares in Q2 2020, an estimated $3.73M.
  • LVW Advisors first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 8 quarters.
  • LVW Advisors's Schwab US REIT ETF position peaked at $8.45M in Q2 2018.
  • 378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on LVW Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.