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XR Securities’s Schwab US REIT ETF SCHH Stock Holding History

XR Securities’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
-53,108
Closed -$935K – 342
2020
Q2 		$935K Buy
53,108
+28,392
+115% +$493K 0.11% 34
2020
Q1 		$405K Buy
+24,716
New +$527K 0.03% 79

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

XR Securities's SCHH Position: Q3 2020 in Review

XR Securities sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 53,108 shares — an estimated $935K sold.

XR Securities first reported a position in SCHH in Q1 2020 and held it in 2 quarters. The position peaked at $935K in Q2 2020. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

  • XR Securities reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • XR Securities sold 53,108 Schwab US REIT ETF shares in Q3 2020, an estimated $935K.
  • XR Securities first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 2 quarters.
  • XR Securities's Schwab US REIT ETF position peaked at $935K in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on XR Securities's 13F filing for Q3 2020, filed 28 Oct 2020.