Reitz Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Reitz Capital 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
2021 Q1	–	Sell	-38,326	Closed	-$728K	–	53
2020 Q4	$728K	Sell	38,326 -20,164	-34%	-$373K	0.59%	24
2020 Q3	$1.03M	Buy	58,490 +29,414	+101%	+$529K	0.94%	16
2020 Q2	$512K	Sell	29,076 -34,114	-54%	-$592K	0.65%	17
2020 Q1	$1.03M	Buy	63,190 +4,152	+7%	+$88.6K	1.35%	14
2019 Q4	$1.36M	Buy	59,038 +1,204	+2%	+$28.1K	1.47%	14
2019 Q3	$1.36M	Sell	57,834 -2,798	-5%	-$64.2K	1.55%	13
2019 Q2	$1.35M	Sell	60,632 -2,952	-5%	-$65.9K	1.52%	14
2019 Q1	$1.41M	Sell	63,584 -40,858	-39%	-$867K	1.63%	12
2018 Q4	$2.01M	Buy	+104,442	New	+$2.13M	2.43%	11

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Reitz Capital Advisors's SCHH Position: Q1 2021 in Review

Reitz Capital Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 38,326 shares — an estimated $728K sold.

Reitz Capital Advisors first reported a position in SCHH in Q4 2018 and held it in 9 quarters. The position peaked at $2.01M in Q4 2018. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

Reitz Capital Advisors reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
Reitz Capital Advisors sold 38,326 Schwab US REIT ETF shares in Q1 2021, an estimated $728K.
Reitz Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 9 quarters.
Reitz Capital Advisors's Schwab US REIT ETF position peaked at $2.01M in Q4 2018.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Reitz Capital Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.