Selective Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Selective Wealth 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
2021 Q2	–	Sell	-110	Closed	-$2K	–	545
2021 Q1	$2K	Hold	110	–	–	﹤0.01%	364
2020 Q4	$2K	Buy	110 +2	+2%	+$37	﹤0.01%	345
2020 Q3	$2K	Hold	108	–	–	﹤0.01%	290
2020 Q2	$2K	Hold	108	–	–	﹤0.01%	388
2020 Q1	$2K	Buy	108 +2	+2%	+$43	﹤0.01%	294
2019 Q4	$2K	Buy	106 +2	+2%	+$47	﹤0.01%	297
2019 Q3	$2K	Buy	+104	New	+$2.38K	﹤0.01%	302

Other funds holding SCHH

CSIA

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

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

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 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

Selective Wealth Management's SCHH Position: Q2 2021 in Review

Selective Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2021, closing a stake of 110 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in SCHH in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 402 funds tracked by Wall St. Rank hold SCHH as of Q2 2021.

Selective Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 110 Schwab US REIT ETF shares in Q2 2021, an estimated $2K.
Selective Wealth Management first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 7 quarters.
Selective Wealth Management's Schwab US REIT ETF position peaked at $2K in Q1 2021.
402 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.