Royal Fund Management’s Schwab US REIT ETF SCHH Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-200	Closed	-$3K	–	490
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	470
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	504
2019 Q3	$4K	Sell	200 -1,650	-89%	-$37.8K	﹤0.01%	470
2019 Q2	$41K	Buy	1,850 +1,646	+807%	+$36.7K	0.01%	248
2019 Q1	$4K	Buy	204 +4	+2%	+$85	﹤0.01%	459
2018 Q4	$3K	Sell	200 -1,090	-84%	-$22.3K	﹤0.01%	460
2018 Q3	$26K	Buy	1,290 +1,090	+545%	+$23K	0.01%	249
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	439
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	434
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	527
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	378
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	341
2017 Q1	$4K	Buy	+200	New	+$4.1K	﹤0.01%	334

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MTC

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Fund Management's SCHH Position: Q2 2020 in Review

Royal Fund Management sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 200 shares — an estimated $3K sold.

Royal Fund Management first reported a position in SCHH in Q1 2017 and held it in 13 quarters. The position peaked at $41K in Q2 2019. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Royal Fund Management reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 200 Schwab US REIT ETF shares in Q2 2020, an estimated $3K.
Royal Fund Management first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 13 quarters.
Royal Fund Management's Schwab US REIT ETF position peaked at $41K in Q2 2019.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.