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Wall Capital Group’s Schwab US REIT ETF SCHH Stock Holding History

Wall Capital Group’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
-27,780
Closed -$489K – 19
2020
Q2 		$489K Hold
27,780
– – 0.22% 19
2020
Q1 		$455K Buy
27,780
+12,682
+84% +$271K 0.24% 18
2019
Q4 		$347K Buy
+15,098
New +$352K 0.15% 19
2017
Q4 		– Sell
-2
Closed – – 52
2017
Q3 		$0 Buy
+2
New +$41 ﹤0.01% 51

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 $424B AUM 22.94% 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 $34.1B AUM 29.2% 1-Year Est. Return

Wall Capital Group's SCHH Position: Q3 2020 in Review

Wall Capital Group sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 27,780 shares — an estimated $489K sold.

Wall Capital Group first reported a position in SCHH in Q3 2017 and held it in 4 quarters. The position peaked at $489K in Q2 2020. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • Wall Capital Group reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Wall Capital Group sold 27,780 Schwab US REIT ETF shares in Q3 2020, an estimated $489K.
  • Wall Capital Group first reported a position in Schwab US REIT ETF in Q3 2017 and held it in 4 quarters.
  • Wall Capital Group's Schwab US REIT ETF position peaked at $489K in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Wall Capital Group's 13F filing for Q3 2020, filed 20 Oct 2020.