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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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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.