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Stuart Chaussee & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Stuart Chaussee & Associates’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
2019
Q4 		– Sell
-20,750
Closed -$489K – 135
2019
Q3 		$489K Hold
20,750
– – 0.29% 8
2019
Q2 		$461K Buy
+20,750
New +$463K 0.29% 11

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Stuart Chaussee & Associates's SCHH Position: Q4 2019 in Review

Stuart Chaussee & Associates sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 20,750 shares — an estimated $489K sold.

Stuart Chaussee & Associates first reported a position in SCHH in Q2 2019 and held it in 2 quarters. The position peaked at $489K in Q3 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • Stuart Chaussee & Associates reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 20,750 Schwab US REIT ETF shares in Q4 2019, an estimated $489K.
  • Stuart Chaussee & Associates first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Schwab US REIT ETF position peaked at $489K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2019, filed 10 Feb 2020.