Whitener Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-274	Closed	-$6K	–	365
2019 Q3	$6K	Buy	274 +10	+4%	+$229	﹤0.01%	393
2019 Q2	$5K	Buy	264 +20	+8%	+$446	﹤0.01%	393
2019 Q1	$5K	Buy	244 +18	+8%	+$382	﹤0.01%	387
2018 Q4	$4K	Buy	226 +10	+5%	+$204	﹤0.01%	375
2018 Q3	$4K	Buy	+216	New	+$4.57K	﹤0.01%	389
2018 Q2	–	Sell	-192	Closed	-$3K	–	344
2018 Q1	$3K	Buy	192 +50	+35%	+$964	﹤0.01%	415
2017 Q4	$2K	Buy	+142	New	+$2.95K	﹤0.01%	401

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

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

Whitener Capital Management's SCHH Position: Q4 2019 in Review

Whitener Capital Management sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 274 shares — an estimated $6K sold.

Whitener Capital Management first reported a position in SCHH in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q3 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

Whitener Capital Management reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 274 Schwab US REIT ETF shares in Q4 2019, an estimated $6K.
Whitener Capital Management first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Schwab US REIT ETF position peaked at $6K in Q3 2019.
428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.