TimeScale Financial’s Schwab US REIT ETF SCHH Stock Holding History

TimeScale Financial’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 Q4	–	Sell	-300	Closed	-$5K	–	475
2020 Q3	$5K	Buy	+300	New	+$5.4K	﹤0.01%	361
2019 Q4	–	Sell	-900	Closed	-$21K	–	543
2019 Q3	$21K	Hold	900	–	–	0.01%	272
2019 Q2	$20K	Buy	+900	New	+$20.1K	0.01%	283

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

TimeScale Financial's SCHH Position: Q4 2020 in Review

TimeScale Financial sold out of Schwab US REIT ETF (SCHH) in Q4 2020, closing a stake of 300 shares — an estimated $5K sold.

TimeScale Financial first reported a position in SCHH in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q3 2019. 365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

TimeScale Financial reported no remaining Schwab US REIT ETF position as of Q4 2020 after selling out during the quarter.
TimeScale Financial sold 300 Schwab US REIT ETF shares in Q4 2020, an estimated $5K.
TimeScale Financial first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 3 quarters.
TimeScale Financial's Schwab US REIT ETF position peaked at $21K in Q3 2019.
365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on TimeScale Financial's 13F filing for Q4 2020, filed 28 Jan 2021.