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Market Street Wealth Management Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Market Street Wealth Management 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
Q3 		– Sell
-24,430
Closed -$430K – 43
2020
Q2 		$430K Buy
24,430
+3,902
+19% +$67.8K 0.39% 34
2020
Q1 		$336K Buy
+20,528
New +$438K 0.36% 36

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PNC Financial Services Group
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Market Street Wealth Management Advisors's SCHH Position: Q3 2020 in Review

Market Street Wealth Management Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 24,430 shares — an estimated $430K sold.

Market Street Wealth Management Advisors first reported a position in SCHH in Q1 2020 and held it in 2 quarters. The position peaked at $430K in Q2 2020. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • Market Street Wealth Management Advisors reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 24,430 Schwab US REIT ETF shares in Q3 2020, an estimated $430K.
  • Market Street Wealth Management Advisors first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 2 quarters.
  • Market Street Wealth Management Advisors's Schwab US REIT ETF position peaked at $430K in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Market Street Wealth Management Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.