Newman Dignan & Sheerar Inc’s Schwab US REIT ETF SCHH Stock Holding History

Newman Dignan & Sheerar 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 Q2	–	Sell	-13,712	Closed	-$237K	–	149
2020 Q1	$237K	Sell	13,712 -580	-4%	-$12.4K	0.12%	126
2019 Q4	$328	Buy	14,292 +964	+7%	+$22.5K	0.04%	125
2019 Q3	$314K	Buy	13,328 +676	+5%	+$15.5K	0.15%	119
2019 Q2	$281	Buy	12,652 +2,460	+24%	+$54.9K	0.01%	141
2019 Q1	$226K	Buy	+10,192	New	+$216K	0.09%	145
2017 Q2	–	Sell	-18,230	Closed	-$372	–	155
2017 Q1	$372	Buy	+18,230	New	+$373K	0.16%	107

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

Newman Dignan & Sheerar Inc's SCHH Position: Q2 2020 in Review

Newman Dignan & Sheerar Inc sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 13,712 shares — an estimated $237K sold.

Newman Dignan & Sheerar Inc first reported a position in SCHH in Q1 2017 and held it in 6 quarters. The position peaked at $314K in Q3 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Newman Dignan & Sheerar Inc reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 13,712 Schwab US REIT ETF shares in Q2 2020, an estimated $237K.
Newman Dignan & Sheerar Inc first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 6 quarters.
Newman Dignan & Sheerar Inc's Schwab US REIT ETF position peaked at $314K in Q3 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2020, filed 6 Aug 2020.