TrueWealth LLC’s Schwab US REIT ETF SCHH Stock Holding History

TrueWealth LLC’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 Q2	$52K	Sell	2,964 -200	-6%	-$3.47K	0.02%	272
2020 Q1	$52K	Sell	3,164 -1,394	-31%	-$29.7K	0.03%	248
2019 Q4	$105K	Buy	4,558 +40	+0.9%	+$932	0.04%	201
2019 Q3	$107K	Sell	4,518 -1,154	-20%	-$26.5K	0.05%	192
2019 Q2	$126K	Sell	5,672 -6	-0.1%	-$134	0.06%	176
2019 Q1	$126K	Buy	5,678 +12	+0.2%	+$255	0.06%	177
2018 Q4	$109K	Buy	5,666 +82	+1%	+$1.67K	0.06%	179
2018 Q3	$117K	Sell	5,584 -942	-14%	-$19.9K	0.05%	183
2018 Q2	$136K	Sell	6,526 -5,362	-45%	-$106K	0.06%	164
2018 Q1	$227K	Buy	11,888 +1,036	+10%	+$20K	0.11%	117
2017 Q4	$226K	Buy	+10,852	New	+$226K	0.11%	122

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

TrueWealth LLC's SCHH Position: Q2 2020 in Review

TrueWealth LLC reduced its Schwab US REIT ETF (SCHH) stake by 6.3% in Q2 2020, selling an estimated $3.47K and leaving 2,964 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #272.

TrueWealth LLC first reported a position in SCHH in Q4 2017 and has held it in 11 quarters since. The position peaked at $227K in Q1 2018. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

TrueWealth LLC held 2,964 shares of Schwab US REIT ETF worth $52K as of Q2 2020.
TrueWealth LLC sold 200 Schwab US REIT ETF shares in Q2 2020, an estimated $3.47K.
Schwab US REIT ETF made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #272 holding.
TrueWealth LLC first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Schwab US REIT ETF position peaked at $227K in Q1 2018.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.