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Proffitt & Goodson’s Schwab US REIT ETF SCHH Stock Holding History

Proffitt & Goodson’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
-4,016
Closed -$71K – 289
2020
Q2 		$71K Buy
+4,016
New +$69.7K 0.02% 125

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Proffitt & Goodson's SCHH Position: Q3 2020 in Review

Proffitt & Goodson sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 4,016 shares — an estimated $71K sold.

Proffitt & Goodson first reported a position in SCHH in Q2 2020 and held it in 1 quarter. The position peaked at $71K in Q2 2020. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • Proffitt & Goodson reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Proffitt & Goodson sold 4,016 Schwab US REIT ETF shares in Q3 2020, an estimated $71K.
  • Proffitt & Goodson first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 1 quarter.
  • Proffitt & Goodson's Schwab US REIT ETF position peaked at $71K in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Proffitt & Goodson's 13F filing for Q3 2020, filed 28 Oct 2020.