MYCIO Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-9,430	Closed	-$217K	–	323
2019 Q4	$217K	Buy	9,430 +4,354	+86%	+$101K	0.01%	314
2019 Q3	$120K	Hold	5,076	–	–	0.01%	316
2019 Q2	$113K	Buy	+5,076	New	+$113K	0.01%	309
2016 Q3	–	Sell	-8,920	Closed	-$194K	–	1004
2016 Q2	$194K	Buy	+8,920	New	+$184K	0.03%	171

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

MYCIO Wealth Partners's SCHH Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 9,430 shares — an estimated $217K sold.

MYCIO Wealth Partners first reported a position in SCHH in Q2 2016 and held it in 4 quarters. The position peaked at $217K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

MYCIO Wealth Partners reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 9,430 Schwab US REIT ETF shares in Q1 2020, an estimated $217K.
MYCIO Wealth Partners first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 4 quarters.
MYCIO Wealth Partners's Schwab US REIT ETF position peaked at $217K in Q4 2019.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.