Sowell Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Sowell Financial Services’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	-23,164	Closed	-$504K	–	2309
2021 Q1	$504K	Buy	23,164 +9,668	+72%	+$189K	0.02%	638
2020 Q4	$256K	Sell	13,496 -11,416	-46%	-$211K	0.01%	755
2020 Q3	$441K	Sell	24,912 -5,996	-19%	-$108K	0.02%	500
2020 Q2	$544K	Buy	30,908 +20,014	+184%	+$348K	0.03%	431
2020 Q1	$178K	Buy	10,894 +1,140	+12%	+$24.3K	0.01%	681
2019 Q4	$224K	Sell	9,754 -2,436	-20%	-$56.8K	0.02%	670
2019 Q3	$288K	Buy	+12,190	New	+$280K	0.02%	547

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 22.96% 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

Sowell Financial Services's SCHH Position: Q2 2021 in Review

Sowell Financial Services sold out of Schwab US REIT ETF (SCHH) in Q2 2021, closing a stake of 23,164 shares — an estimated $504K sold.

Sowell Financial Services first reported a position in SCHH in Q3 2019 and held it in 7 quarters. The position peaked at $544K in Q2 2020. 402 funds tracked by Wall St. Rank hold SCHH as of Q2 2021.

Sowell Financial Services reported no remaining Schwab US REIT ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 23,164 Schwab US REIT ETF shares in Q2 2021, an estimated $504K.
Sowell Financial Services first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Schwab US REIT ETF position peaked at $544K in Q2 2020.
402 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.