Sowa Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Sowa Financial 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	-836	Closed	-$16K	–	196
2020 Q4	$16K	Hold	836	–	–	0.01%	208
2020 Q3	$15K	Hold	836	–	–	0.01%	200
2020 Q2	$15K	Hold	836	–	–	0.01%	198
2020 Q1	$14K	Buy	+836	New	+$17.8K	0.01%	183

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 $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $13.5B AUM 24.62% 1-Year Est. Return

Sowa Financial Group's SCHH Position: Q1 2021 in Review

Sowa Financial Group sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 836 shares — an estimated $16K sold.

Sowa Financial Group first reported a position in SCHH in Q1 2020 and held it in 4 quarters. The position peaked at $16K in Q4 2020. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

Sowa Financial Group reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 836 Schwab US REIT ETF shares in Q1 2021, an estimated $16K.
Sowa Financial Group first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 4 quarters.
Sowa Financial Group's Schwab US REIT ETF position peaked at $16K in Q4 2020.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.