Manchester Financial’s Schwab US REIT ETF SCHH Stock Holding History

Manchester Financial’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 Q2	–	Sell	-770	Closed	-$16K	–	536
2021 Q1	$16K	Buy	770 +530	+221%	+$10.4K	0.01%	355
2020 Q4	$5K	Hold	240	–	–	﹤0.01%	463
2020 Q3	$4K	Sell	240 -68,464	-100%	-$1.23M	﹤0.01%	437
2020 Q2	$1.21M	Sell	68,704 -914	-1%	-$15.9K	0.98%	22
2020 Q1	$1.14M	Sell	69,618 -1,582	-2%	-$33.8K	0.84%	22
2019 Q4	$1.64M	Buy	71,200 +1,108	+2%	+$25.8K	0.64%	23
2019 Q3	$1.65M	Buy	+70,092	New	+$1.61M	0.73%	22
2019 Q2	–	Hold	0	–	–	–	23
2019 Q1	–	Hold	0	–	–	–	23
2018 Q4	–	Hold	0	–	–	–	23

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

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

MGIA

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

Manchester Financial's SCHH Position: Q2 2021 in Review

Manchester Financial sold out of Schwab US REIT ETF (SCHH) in Q2 2021, closing a stake of 770 shares — an estimated $16K sold.

Manchester Financial first reported a position in SCHH in Q3 2019 and held it in 7 quarters. The position peaked at $1.65M in Q3 2019. 402 funds tracked by Wall St. Rank hold SCHH as of Q2 2021.

Manchester Financial reported no remaining Schwab US REIT ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 770 Schwab US REIT ETF shares in Q2 2021, an estimated $16K.
Manchester Financial first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 7 quarters.
Manchester Financial's Schwab US REIT ETF position peaked at $1.65M in Q3 2019.
402 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.