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Moneywise Inc’s Schwab US REIT ETF SCHH Stock Holding History

Moneywise Inc’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
Q4 		– Sell
-53,760
Closed -$951K – 48
2020
Q3 		$951K Sell
53,760
-28,320
-35% -$510K 0.76% 27
2020
Q2 		$1.45M Sell
82,080
-167,006
-67% -$2.9M 1.16% 24
2020
Q1 		$4.08M Sell
249,086
-70,802
-22% -$1.51M 3.59% 9
2019
Q4 		$7.54M Sell
319,888
-9,834
-3% -$229K 5.68% 7
2019
Q3 		$7.78M Sell
329,722
-7,024
-2% -$161K 6.28% 5
2019
Q2 		$7.48M Sell
336,746
-19,162
-5% -$428K 5.71% 6
2019
Q1 		$6.81M Buy
355,908
+5,694
+2% +$121K 5.83% 5
2018
Q4 		$6.74M Sell
350,214
-2,474
-0.7% -$50.5K 6.4% 5
2018
Q3 		$7.36M Sell
352,688
-13,344
-4% -$282K 6.23% 5
2018
Q2 		$7.65M Sell
366,032
-338
-0.1% -$6.69K 6.54% 5
2018
Q1 		$7.01M Sell
366,370
-28,352
-7% -$546K 5.82% 5
2017
Q4 		$8.21M Buy
394,722
+11,936
+3% +$248K 6.15% 5
2017
Q3 		$7.87M Buy
382,786
+19,050
+5% +$392K 6.22% 6
2017
Q2 		$7.5M Buy
363,736
+15,148
+4% +$311K 6.38% 6
2017
Q1 		$7.11M Buy
348,588
+26,374
+8% +$540K 6.44% 6
2016
Q4 		$6.61M Buy
322,214
+32,478
+11% +$652K 6.56% 6
2016
Q3 		$6.18M Buy
+289,736
New +$6.35M 6.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Moneywise Inc's SCHH Position: Q4 2020 in Review

Moneywise Inc sold out of Schwab US REIT ETF (SCHH) in Q4 2020, closing a stake of 53,760 shares — an estimated $951K sold.

Moneywise Inc first reported a position in SCHH in Q3 2016 and held it in 17 quarters. The position peaked at $8.21M in Q4 2017. 365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

  • Moneywise Inc reported no remaining Schwab US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Moneywise Inc sold 53,760 Schwab US REIT ETF shares in Q4 2020, an estimated $951K.
  • Moneywise Inc first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 17 quarters.
  • Moneywise Inc's Schwab US REIT ETF position peaked at $8.21M in Q4 2017.
  • 365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on Moneywise Inc's 13F filing for Q4 2020, filed 15 Jan 2021.