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Weaver Consulting Group’s Schwab US REIT ETF SCHH Stock Holding History

Weaver Consulting 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
Q4 		– Sell
-52
Closed -$1K – 746
2020
Q3 		$1K Hold
52
– – ﹤0.01% 924
2020
Q2 		$1K Sell
52
-600
-92% -$10.4K ﹤0.01% 902
2020
Q1 		$11K Hold
652
– – 0.01% 429
2019
Q4 		$15K Hold
652
– – 0.01% 418
2019
Q3 		$15K Hold
652
– – 0.01% 409
2019
Q2 		$14K Hold
652
– – 0.01% 404
2019
Q1 		$15K Buy
+652
New +$13.8K ﹤0.01% 819

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Weaver Consulting Group's SCHH Position: Q4 2020 in Review

Weaver Consulting Group sold out of Schwab US REIT ETF (SCHH) in Q4 2020, closing a stake of 52 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in SCHH in Q1 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 365 funds tracked by Wall St. Rank hold SCHH as of Q4 2020.

  • Weaver Consulting Group reported no remaining Schwab US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 52 Schwab US REIT ETF shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Schwab US REIT ETF position peaked at $15K in Q4 2019.
  • 365 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.