SIAG
SCHH icon

Safeguard Investment Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Safeguard Investment Advisory Group’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
-164
Closed -$3K – 587
2020
Q4 		$3K Buy
+164
New +$3.03K ﹤0.01% 599

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 $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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
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
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

Safeguard Investment Advisory Group's SCHH Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 164 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in SCHH in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 164 Schwab US REIT ETF shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Schwab US REIT ETF position peaked at $3K in Q4 2020.
  • 386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.