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Verus Capital Partners’s Schwab US REIT ETF SCHH Stock Holding History

Verus Capital Partners’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 		$34K Sell
2,072
-1,248
-38% -$26.6K 0.01% 613
2019
Q4 		$76K Buy
+3,320
New +$77.4K 0.02% 461

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

Verus Capital Partners's SCHH Position: Q1 2020 in Review

Verus Capital Partners reduced its Schwab US REIT ETF (SCHH) stake by 38% in Q1 2020, selling an estimated $26.6K and leaving 2,072 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #613.

Verus Capital Partners first reported a position in SCHH in Q4 2019 and has held it in 2 quarters since. The position peaked at $76K in Q4 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Verus Capital Partners held 2,072 shares of Schwab US REIT ETF worth $34K as of Q1 2020.
  • Verus Capital Partners sold 1,248 Schwab US REIT ETF shares in Q1 2020, an estimated $26.6K.
  • Schwab US REIT ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #613 holding.
  • Verus Capital Partners first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Schwab US REIT ETF position peaked at $76K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.