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Tobias Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Tobias Financial Advisors’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
Q1 		– Sell
-6
Closed – – 236
2019
Q4 		$0 Buy
+6
New +$140 ﹤0.01% 303

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MTC
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Tobias Financial Advisors's SCHH Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 6 shares.

Tobias Financial Advisors first reported a position in SCHH in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 6 Schwab US REIT ETF shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Schwab US REIT ETF position peaked at $0 in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.