Pinnacle Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$3.04M	Buy	148,106 +14,326	+11%	+$280K	0.14%	65
2020 Q4	$2.54M	Buy	133,780 +14,116	+12%	+$261K	0.15%	61
2020 Q3	$2.12M	Buy	119,664 +28,168	+31%	+$507K	0.14%	62
2020 Q2	$1.61M	Buy	91,496 +7,588	+9%	+$132K	0.11%	72
2020 Q1	$1.37M	Buy	83,908 +9,948	+13%	+$212K	0.13%	63
2019 Q4	$1.7M	Buy	73,960 +6,460	+10%	+$151K	0.11%	64
2019 Q3	$1.59M	Buy	67,500 +738	+1%	+$16.9K	0.11%	61
2019 Q2	$1.48M	Sell	66,762 -2,622	-4%	-$58.5K	0.1%	71
2019 Q1	$1.54M	Buy	69,384 +1,870	+3%	+$39.7K	0.11%	60
2018 Q4	$1.3M	Buy	67,514 +2,054	+3%	+$41.9K	0.1%	65
2018 Q3	$1.37M	Buy	65,460 +788	+1%	+$16.7K	0.09%	61
2018 Q2	$1.35M	Buy	64,672 +1,462	+2%	+$28.9K	0.08%	57
2018 Q1	$1.21M	Buy	63,210 +5,236	+9%	+$101K	0.07%	68
2017 Q4	$1.21M	Buy	57,974 +7,734	+15%	+$161K	0.07%	72
2017 Q3	$1.03M	Buy	50,240 +2,438	+5%	+$50.2K	0.06%	73
2017 Q2	$985K	Buy	47,802 +2,218	+5%	+$45.6K	0.06%	76
2017 Q1	$929K	Buy	45,584 +18,268	+67%	+$374K	0.06%	74
2016 Q4	$561K	Buy	+27,316	New	+$548K	0.04%	101
2016 Q3	–	Sell	-14,804	Closed	-$321K	–	143
2016 Q2	$321K	Sell	14,804 -754	-5%	-$15.6K	0.02%	98
2016 Q1	$322K	Sell	15,558 -304	-2%	-$5.85K	0.03%	78
2015 Q4	$314K	Buy	+15,862	New	+$310K	0.03%	77

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $13.5B AUM 24.62% 1-Year Est. Return

Pinnacle Advisory Group's SCHH Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Schwab US REIT ETF (SCHH) stake by 11% in Q1 2021, buying an estimated $280K and bringing the position to 148,106 shares worth $3.04M. The position accounts for 0.14% of the portfolio, ranked #65.

Pinnacle Advisory Group first reported a position in SCHH in Q4 2015 and has held it in 21 quarters since. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

Pinnacle Advisory Group held 148,106 shares of Schwab US REIT ETF worth $3.04M as of Q1 2021.
Pinnacle Advisory Group bought 14,326 Schwab US REIT ETF shares in Q1 2021, an estimated $280K.
Schwab US REIT ETF made up 0.14% of Pinnacle Advisory Group's portfolio in Q1 2021, its #65 holding.
Pinnacle Advisory Group first reported a position in Schwab US REIT ETF in Q4 2015 and has held it in 21 quarters since.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.