Pinnacle Family Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Pinnacle Family Advisors’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	-16,072	Closed	-$369K	–	89
2019 Q4	$369K	Sell	16,072 -378	-2%	-$8.81K	0.33%	52
2019 Q3	$388K	Buy	16,450 +2,690	+20%	+$61.7K	0.34%	53
2019 Q2	$306K	Buy	+13,760	New	+$307K	0.25%	62
2017 Q4	–	Sell	-77,318	Closed	-$1.59M	–	80
2017 Q3	$1.59M	Buy	+77,318	New	+$1.59M	0.75%	34

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

Pinnacle Family Advisors's SCHH Position: Q1 2020 in Review

Pinnacle Family Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 16,072 shares — an estimated $369K sold.

Pinnacle Family Advisors first reported a position in SCHH in Q3 2017 and held it in 4 quarters. The position peaked at $1.59M in Q3 2017. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

Pinnacle Family Advisors reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Family Advisors sold 16,072 Schwab US REIT ETF shares in Q1 2020, an estimated $369K.
Pinnacle Family Advisors first reported a position in Schwab US REIT ETF in Q3 2017 and held it in 4 quarters.
Pinnacle Family Advisors's Schwab US REIT ETF position peaked at $1.59M in Q3 2017.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Pinnacle Family Advisors's 13F filing for Q1 2020, filed 13 May 2020.