Summit Wealth & Retirement Planning’s Schwab US REIT ETF SCHH Stock Holding History

Summit Wealth & Retirement Planning’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 Q3	–	Sell	-103,490	Closed	-$1.82M	–	109
2020 Q2	$1.82M	Buy	103,490 +9,612	+10%	+$167K	0.85%	32
2020 Q1	$1.54M	Buy	93,878 +14,938	+19%	+$319K	0.82%	34
2019 Q4	$1.81M	Buy	78,940 +48	+0.1%	+$1.12K	0.81%	28
2019 Q3	$1.86M	Buy	78,892 +192	+0.2%	+$4.4K	1.12%	19
2019 Q2	$1.75M	Buy	78,700 +244	+0.3%	+$5.45K	1.02%	21
2019 Q1	$1.74M	Sell	78,456 -11,578	-13%	-$246K	1.04%	21
2018 Q4	$1.73M	Buy	+90,034	New	+$1.84M	1.31%	18

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Summit Wealth & Retirement Planning's SCHH Position: Q3 2020 in Review

Summit Wealth & Retirement Planning sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 103,490 shares — an estimated $1.82M sold.

Summit Wealth & Retirement Planning first reported a position in SCHH in Q4 2018 and held it in 7 quarters. The position peaked at $1.86M in Q3 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Summit Wealth & Retirement Planning reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 103,490 Schwab US REIT ETF shares in Q3 2020, an estimated $1.82M.
Summit Wealth & Retirement Planning first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 7 quarters.
Summit Wealth & Retirement Planning's Schwab US REIT ETF position peaked at $1.86M in Q3 2019.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2020, filed 10 Nov 2020.