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TRUE Private Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

TRUE Private Wealth 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
Q4 		– Sell
-3,870
Closed -$68K – 760
2020
Q3 		$68K Buy
+3,870
New +$69.6K 0.01% 292

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
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

TRUE Private Wealth Advisors's SCHH Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2020, closing a stake of 3,870 shares — an estimated $68K sold.

TRUE Private Wealth Advisors first reported a position in SCHH in Q3 2020 and held it in 1 quarter. The position peaked at $68K in Q3 2020. 365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

  • TRUE Private Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3,870 Schwab US REIT ETF shares in Q4 2020, an estimated $68K.
  • TRUE Private Wealth Advisors first reported a position in Schwab US REIT ETF in Q3 2020 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Schwab US REIT ETF position peaked at $68K in Q3 2020.
  • 365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.