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Access Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Access Financial Services’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
2017
Q3 		– Sell
-102,192
Closed -$2.11M – 73
2017
Q2 		$2.11M Sell
102,192
-2,730
-3% -$56.1K 1.73% 10
2017
Q1 		$2.14M Buy
+104,922
New +$2.15M 1.8% 9

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Access Financial Services's SCHH Position: Q3 2017 in Review

Access Financial Services sold out of Schwab US REIT ETF (SCHH) in Q3 2017, closing a stake of 102,192 shares — an estimated $2.11M sold.

Access Financial Services first reported a position in SCHH in Q1 2017 and held it in 2 quarters. The position peaked at $2.14M in Q1 2017. 231 funds tracked by Wall St. Rank hold SCHH as of Q3 2017.

  • Access Financial Services reported no remaining Schwab US REIT ETF position as of Q3 2017 after selling out during the quarter.
  • Access Financial Services sold 102,192 Schwab US REIT ETF shares in Q3 2017, an estimated $2.11M.
  • Access Financial Services first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 2 quarters.
  • Access Financial Services's Schwab US REIT ETF position peaked at $2.14M in Q1 2017.
  • 231 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2017.

Based on Access Financial Services's 13F filing for Q3 2017, filed 2 Nov 2017.