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SVB Investment Services’s Schwab US REIT ETF SCHH Stock Holding History

SVB Investment 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
Q1 		– Sell
-2,578
Closed -$49K – 49
2020
Q4 		$49K Hold
2,578
– – 0.04% 53
2020
Q3 		$46K Sell
2,578
-790
-23% -$14.2K 0.04% 50
2020
Q2 		$59K Sell
3,368
-866
-20% -$15K 0.05% 46
2020
Q1 		$69K Hold
4,234
– – 0.06% 41
2019
Q4 		$97K Buy
+4,234
New +$98.6K 0.09% 41

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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

SVB Investment Services's SCHH Position: Q1 2021 in Review

SVB Investment Services sold out of Schwab US REIT ETF (SCHH) in Q1 2021, closing a stake of 2,578 shares — an estimated $49K sold.

SVB Investment Services first reported a position in SCHH in Q4 2019 and held it in 5 quarters. The position peaked at $97K in Q4 2019. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

  • SVB Investment Services reported no remaining Schwab US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 2,578 Schwab US REIT ETF shares in Q1 2021, an estimated $49K.
  • SVB Investment Services first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's Schwab US REIT ETF position peaked at $97K in Q4 2019.
  • 386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.