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United Asset Strategies’s Schwab US REIT ETF SCHH Stock Holding History

United Asset Strategies’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 		– Sell
-9,754
Closed -$230K – 210
2019
Q3 		$230K Buy
9,754
+126
+1% +$2.89K 0.05% 168
2019
Q2 		$214K Buy
9,628
+42
+0.4% +$937 0.05% 176
2019
Q1 		$213K Buy
+9,586
New +$203K 0.05% 185

Other funds holding SCHH

Charles Schwab Investment Advisory
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

United Asset Strategies's SCHH Position: Q4 2019 in Review

United Asset Strategies sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 9,754 shares — an estimated $230K sold.

United Asset Strategies first reported a position in SCHH in Q1 2019 and held it in 3 quarters. The position peaked at $230K in Q3 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • United Asset Strategies reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • United Asset Strategies sold 9,754 Schwab US REIT ETF shares in Q4 2019, an estimated $230K.
  • United Asset Strategies first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 3 quarters.
  • United Asset Strategies's Schwab US REIT ETF position peaked at $230K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on United Asset Strategies's 13F filing for Q4 2019, filed 12 Feb 2020.