Relaxing Retirement Coach’s Schwab US REIT ETF SCHH Stock Holding History

Relaxing Retirement Coach’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	-25,094	Closed	-$476K	–	46
2020 Q4	$476K	Sell	25,094 -158,762	-86%	-$2.94M	0.52%	37
2020 Q3	$3.24M	Buy	183,856 +29,104	+19%	+$524K	1.42%	30
2020 Q2	$2.73M	Sell	154,752 -81,778	-35%	-$1.42M	1.92%	26
2020 Q1	$3.87M	Sell	236,530 -237,268	-50%	-$5.06M	2.38%	19
2019 Q4	$10.9M	Sell	473,798 -4,120	-0.9%	-$96K	3.18%	17
2019 Q3	$11.3M	Sell	477,918 -4,450	-0.9%	-$102K	3.48%	12
2019 Q2	$10.7M	Buy	482,368 +4,668	+1%	+$104K	3.27%	14
2019 Q1	$10.6M	Buy	477,700 +10,998	+2%	+$233K	3.31%	14
2018 Q4	$8.98M	Buy	466,702 +98	+0%	+$2K	3.04%	15
2018 Q3	$9.73M	Buy	466,604 +24,542	+6%	+$519K	2.92%	16
2018 Q2	$9.23M	Buy	442,062 +129,272	+41%	+$2.56M	2.85%	16
2018 Q1	$5.97M	Buy	312,790 +137,522	+78%	+$2.65M	1.89%	23
2017 Q4	$3.65M	Buy	+175,268	New	+$3.64M	1.19%	32

Other funds holding SCHH

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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