Veritable’s Schwab US REIT ETF SCHH Stock Holding History

Veritable’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	–	Sell	-12,428	Closed	-$203K	–	786
2020 Q1	$203K	Buy	+12,428	New	+$265K	﹤0.01%	671

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

Veritable's SCHH Position: Q2 2020 in Review

Veritable sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 12,428 shares — an estimated $203K sold.

Veritable first reported a position in SCHH in Q1 2020 and held it in 1 quarter. The position peaked at $203K in Q1 2020. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Veritable reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Veritable sold 12,428 Schwab US REIT ETF shares in Q2 2020, an estimated $203K.
Veritable first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 1 quarter.
Veritable's Schwab US REIT ETF position peaked at $203K in Q1 2020.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Veritable's 13F filing for Q2 2020, filed 14 Aug 2020.