Reby Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Reby 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 Q4	$8.47M	Buy	+446,094	New	+$8.25M	2.22%	11

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Reby Advisors's SCHH Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q4 2020: 446,094 shares worth $8.47M. The stake represents 2.22% of the portfolio and ranks #11 among its holdings.

365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

Reby Advisors held 446,094 shares of Schwab US REIT ETF worth $8.47M as of Q4 2020.
Schwab US REIT ETF was a new Reby Advisors position in Q4 2020.
Schwab US REIT ETF made up 2.22% of Reby Advisors's portfolio in Q4 2020, its #11 holding.
365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.