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

Principle 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 Q3	–	Sell	-2,738	Closed	-$48K	–	374
2020 Q2	$48K	Buy	+2,738	New	+$47.5K	0.01%	280
2020 Q1	–	Sell	-20,822	Closed	-$478K	–	161
2019 Q4	$478K	Hold	20,822	–	–	0.15%	105
2019 Q3	$491K	Hold	20,822	–	–	0.17%	99
2019 Q2	$463K	Hold	20,822	–	–	0.24%	81
2019 Q1	$463K	Buy	20,822 +2,600	+14%	+$55.2K	0.26%	67
2018 Q4	$351K	Buy	+18,222	New	+$372K	0.29%	77

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 22.9% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Principle Wealth Partners's SCHH Position: Q3 2020 in Review

Principle Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 2,738 shares — an estimated $48K sold.

Principle Wealth Partners first reported a position in SCHH in Q4 2018 and held it in 6 quarters. The position peaked at $491K in Q3 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Principle Wealth Partners reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 2,738 Schwab US REIT ETF shares in Q3 2020, an estimated $48K.
Principle Wealth Partners first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 6 quarters.
Principle Wealth Partners's Schwab US REIT ETF position peaked at $491K in Q3 2019.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.