QCI Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

QCI Asset Management’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	-1,600	Closed	-$26K	–	402
2020 Q1	$26K	Hold	1,600	–	–	﹤0.01%	305
2019 Q4	$37K	Hold	1,600	–	–	﹤0.01%	292
2019 Q3	$38K	Hold	1,600	–	–	﹤0.01%	294
2019 Q2	$36K	Hold	1,600	–	–	﹤0.01%	317
2019 Q1	$36K	Sell	1,600 -450	-22%	-$9.55K	﹤0.01%	305
2018 Q4	$39K	Hold	2,050	–	–	﹤0.01%	288
2018 Q3	$43K	Buy	2,050 +450	+28%	+$9.51K	﹤0.01%	295
2018 Q2	$33K	Hold	1,600	–	–	﹤0.01%	294
2018 Q1	$31K	Buy	+1,600	New	+$30.8K	﹤0.01%	312

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

QCI Asset Management's SCHH Position: Q2 2020 in Review

QCI Asset Management sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 1,600 shares — an estimated $26K sold.

QCI Asset Management first reported a position in SCHH in Q1 2018 and held it in 9 quarters. The position peaked at $43K in Q3 2018. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

QCI Asset Management reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
QCI Asset Management sold 1,600 Schwab US REIT ETF shares in Q2 2020, an estimated $26K.
QCI Asset Management first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 9 quarters.
QCI Asset Management's Schwab US REIT ETF position peaked at $43K in Q3 2018.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on QCI Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.