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Seven Springs Wealth Group’s Schwab US REIT ETF SCHH Stock Holding History

Seven Springs Wealth 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
2020
Q1 		– Sell
-156
Closed -$4K – 194
2019
Q4 		$4K Buy
+156
New +$3.63K ﹤0.01% 179

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Charles Schwab
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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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Seven Springs Wealth Group's SCHH Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 156 shares — an estimated $4K sold.

Seven Springs Wealth Group first reported a position in SCHH in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 156 Schwab US REIT ETF shares in Q1 2020, an estimated $4K.
  • Seven Springs Wealth Group first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Schwab US REIT ETF position peaked at $4K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.