Simplicity Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Simplicity Solutions’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	-25,110	Closed	-$477K	–	887
2020 Q4	$477K	Buy	+25,110	New	+$464K	0.01%	698
2020 Q3	–	Sell	-17,014	Closed	-$300K	–	937
2020 Q2	$300K	Buy	+17,014	New	+$295K	0.01%	728
2020 Q1	–	Sell	-26,980	Closed	-$620K	–	878
2019 Q4	$620K	Buy	26,980 +714	+3%	+$16.6K	0.02%	490
2019 Q3	$620K	Buy	26,266 +2,344	+10%	+$53.8K	0.03%	382
2019 Q2	$532K	Sell	23,922 -5,786	-19%	-$129K	0.02%	347
2019 Q1	$660K	Buy	+29,708	New	+$631K	0.04%	334
2018 Q4	–	Sell	-35,094	Closed	-$732K	–	764
2018 Q3	$732K	Buy	35,094 +12	+0%	+$254	0.04%	203
2018 Q2	$733K	Buy	35,082 +12,448	+55%	+$246K	0.05%	201
2018 Q1	$433K	Buy	22,634 +1,658	+8%	+$32K	0.04%	224
2017 Q4	$437K	Buy	+20,976	New	+$436K	0.04%	233
2016 Q1	–	Sell	-47,230	Closed	-$936K	–	457
2015 Q4	$936K	Buy	+47,230	New	+$923K	0.11%	267

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

Simplicity Solutions's SCHH Position: Q1 2021 in Review

Simplicity Solutions sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 25,110 shares — an estimated $477K sold.

Simplicity Solutions first reported a position in SCHH in Q4 2015 and held it in 11 quarters. The position peaked at $936K in Q4 2015. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

Simplicity Solutions reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 25,110 Schwab US REIT ETF shares in Q1 2021, an estimated $477K.
Simplicity Solutions first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 11 quarters.
Simplicity Solutions's Schwab US REIT ETF position peaked at $936K in Q4 2015.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.