Manchester Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Manchester Capital 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
2020 Q3	–	Sell	-370	Closed	-$7K	–	664
2020 Q2	$7K	Buy	+370	New	+$6.42K	﹤0.01%	494
2015 Q2	–	Sell	-200	Closed	-$4K	–	573
2015 Q1	$4K	Sell	200 -1,800	-90%	-$36.7K	﹤0.01%	524
2014 Q4	$39K	Hold	2,000	–	–	﹤0.01%	768
2014 Q3	$34K	Hold	2,000	–	–	﹤0.01%	794
2014 Q2	$35K	Hold	2,000	–	–	﹤0.01%	775
2014 Q1	$33K	Hold	2,000	–	–	0.01%	701
2013 Q4	$30K	Hold	2,000	–	–	﹤0.01%	672
2013 Q3	$31K	Hold	2,000	–	–	0.01%	685
2013 Q2	$32K	Buy	+2,000	New	+$33.7K	0.01%	681

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

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 22.9% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

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

Manchester Capital Management's SCHH Position: Q3 2020 in Review

Manchester Capital Management sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 370 shares — an estimated $7K sold.

Manchester Capital Management first reported a position in SCHH in Q2 2013 and held it in 9 quarters. The position peaked at $39K in Q4 2014. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Manchester Capital Management reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
Manchester Capital Management sold 370 Schwab US REIT ETF shares in Q3 2020, an estimated $7K.
Manchester Capital Management first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 9 quarters.
Manchester Capital Management's Schwab US REIT ETF position peaked at $39K in Q4 2014.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Manchester Capital Management's 13F filing for Q3 2020, filed 27 Oct 2020.