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

Valeo 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 Q3	–	Sell	-1,102	Closed	-$19K	–	2056
2020 Q2	$19K	Sell	1,102 -13,838	-93%	-$240K	﹤0.01%	1087
2020 Q1	$274K	Sell	14,940 -304	-2%	-$6.49K	0.03%	238
2019 Q4	$350K	Buy	15,244 +14,548	+2,090%	+$339K	0.03%	235
2019 Q3	$16K	Buy	696 +430	+162%	+$9.86K	﹤0.01%	908
2019 Q2	$6K	Sell	266 -792	-75%	-$17.7K	﹤0.01%	1169
2019 Q1	$24K	Buy	1,058 +764	+260%	+$16.2K	﹤0.01%	732
2018 Q4	$6K	Buy	294 +4	+1%	+$82	﹤0.01%	1032
2018 Q3	$6K	Buy	290 +2	+0.7%	+$42	﹤0.01%	1146
2018 Q2	$6K	Sell	288 -18	-6%	-$356	﹤0.01%	1101
2018 Q1	$6K	Sell	306 -206	-40%	-$3.97K	﹤0.01%	1093
2017 Q4	$11K	Buy	+512	New	+$10.6K	﹤0.01%	817

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Valeo Financial Advisors's SCHH Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 1,102 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in SCHH in Q4 2017 and held it in 11 quarters. The position peaked at $350K in Q4 2019. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Valeo Financial Advisors reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,102 Schwab US REIT ETF shares in Q3 2020, an estimated $19K.
Valeo Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 11 quarters.
Valeo Financial Advisors's Schwab US REIT ETF position peaked at $350K in Q4 2019.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.