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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

CSIA
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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
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

Relaxing Retirement Coach's SCHH Position: Q1 2021 in Review

Relaxing Retirement Coach sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 25,094 shares — an estimated $476K sold.

Relaxing Retirement Coach first reported a position in SCHH in Q4 2017 and held it in 13 quarters. The position peaked at $11.3M in Q3 2019. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

  • Relaxing Retirement Coach reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Relaxing Retirement Coach sold 25,094 Schwab US REIT ETF shares in Q1 2021, an estimated $476K.
  • Relaxing Retirement Coach first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 13 quarters.
  • Relaxing Retirement Coach's Schwab US REIT ETF position peaked at $11.3M in Q3 2019.
  • 386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Relaxing Retirement Coach's 13F filing for Q1 2021, filed 23 Apr 2021.