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

Merriman 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
2020 Q2	–	Sell	-16,928	Closed	-$277K	–	183
2020 Q1	$277K	Buy	16,928 +160	+1%	+$3.41K	0.06%	120
2019 Q4	$385K	Buy	16,768 +98	+0.6%	+$2.28K	0.07%	137
2019 Q3	$393K	Buy	16,670 +262	+2%	+$6.01K	0.08%	128
2019 Q2	$3.64K	Buy	16,408 +4,196	+34%	+$93.6K	0.07%	140
2019 Q1	$271K	Buy	12,212 +186	+2%	+$3.95K	0.05%	172
2018 Q4	$229K	Buy	+12,026	New	+$246K	0.05%	144

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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Merriman Wealth Management's SCHH Position: Q2 2020 in Review

Merriman Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 16,928 shares — an estimated $277K sold.

Merriman Wealth Management first reported a position in SCHH in Q4 2018 and held it in 6 quarters. The position peaked at $393K in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Merriman Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Merriman Wealth Management sold 16,928 Schwab US REIT ETF shares in Q2 2020, an estimated $277K.
Merriman Wealth Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 6 quarters.
Merriman Wealth Management's Schwab US REIT ETF position peaked at $393K in Q3 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.