Rowland Carmichael Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Rowland Carmichael 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	$2K	Sell	90 -1,018	-92%	-$18.8K	﹤0.01%	373
2020 Q3	$20K	Hold	1,108	–	–	0.01%	316
2020 Q2	$20K	Hold	1,108	–	–	0.01%	308
2020 Q1	$18K	Hold	1,108	–	–	0.01%	293
2019 Q4	$25K	Hold	1,108	–	–	0.01%	323
2019 Q3	$26K	Hold	1,108	–	–	0.01%	322
2019 Q2	$25K	Hold	1,108	–	–	0.01%	298
2019 Q1	$25K	Sell	1,108 -8,134	-88%	-$173K	0.01%	295
2018 Q4	$178K	Hold	9,242	–	–	0.08%	225
2018 Q3	$193K	Hold	9,242	–	–	0.07%	270
2018 Q2	$193K	Hold	9,242	–	–	0.08%	271
2018 Q1	$177K	Sell	9,242 -1,174	-11%	-$22.6K	0.1%	248
2017 Q4	$217K	Buy	10,416 +1,174	+13%	+$24.4K	0.11%	232
2017 Q3	$190K	Hold	9,242	–	–	0.11%	231
2017 Q2	$190K	Hold	9,242	–	–	0.11%	223
2017 Q1	$188K	Hold	9,242	–	–	0.11%	222
2016 Q4	$190K	Hold	9,242	–	–	0.11%	226
2016 Q3	$197K	Hold	9,242	–	–	0.13%	214
2016 Q2	$201K	Sell	9,242 -280	-3%	-$5.78K	0.13%	214
2016 Q1	$197K	Buy	+9,522	New	+$183K	0.18%	134

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

Rowland Carmichael Advisors's SCHH Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Schwab US REIT ETF (SCHH) stake by 92% in Q4 2020, selling an estimated $18.8K and leaving 90 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Rowland Carmichael Advisors first reported a position in SCHH in Q1 2016 and has held it in 20 quarters since. The position peaked at $217K in Q4 2017. 365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

Rowland Carmichael Advisors held 90 shares of Schwab US REIT ETF worth $2K as of Q4 2020.
Rowland Carmichael Advisors sold 1,018 Schwab US REIT ETF shares in Q4 2020, an estimated $18.8K.
Schwab US REIT ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #373 holding.
Rowland Carmichael Advisors first reported a position in Schwab US REIT ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Schwab US REIT ETF position peaked at $217K in Q4 2017.
365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.