TT
SCHH icon

TI-Trust’s Schwab US REIT ETF SCHH Stock Holding History

TI-Trust’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 		$4K Buy
+174
New +$4.05K ﹤0.01% 314

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

TI-Trust's SCHH Position: Q4 2019 in Review

TI-Trust opened a new position in Schwab US REIT ETF (SCHH) in Q4 2019: 174 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings.

428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • TI-Trust held 174 shares of Schwab US REIT ETF worth $4K as of Q4 2019.
  • Schwab US REIT ETF was a new TI-Trust position in Q4 2019.
  • Schwab US REIT ETF made up ﹤0.01% of TI-Trust's portfolio in Q4 2019, its #314 holding.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.