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VERITY Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

VERITY Wealth 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
Q1 		– Sell
-11,674
Closed -$268K – 48
2019
Q4 		$268K Sell
11,674
-4,940
-30% -$115K 0.26% 44
2019
Q3 		$392K Hold
16,614
– – 0.39% 39
2019
Q2 		$369K Buy
16,614
+2,326
+16% +$51.9K 0.36% 39
2019
Q1 		$317K Sell
14,288
-2,018
-12% -$42.8K 0.32% 41
2018
Q4 		$314K Buy
+16,306
New +$333K 0.36% 40

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

VERITY Wealth Advisors's SCHH Position: Q1 2020 in Review

VERITY Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 11,674 shares — an estimated $268K sold.

VERITY Wealth Advisors first reported a position in SCHH in Q4 2018 and held it in 5 quarters. The position peaked at $392K in Q3 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • VERITY Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • VERITY Wealth Advisors sold 11,674 Schwab US REIT ETF shares in Q1 2020, an estimated $268K.
  • VERITY Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 5 quarters.
  • VERITY Wealth Advisors's Schwab US REIT ETF position peaked at $392K in Q3 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on VERITY Wealth Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.