Advantage Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Advantage Investment 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 Q1	–	Sell	-114	Closed	-$2K	–	995
2018 Q4	$2K	Hold	114	–	–	﹤0.01%	920
2018 Q3	$2K	Hold	114	–	–	﹤0.01%	951
2018 Q2	$2K	Hold	114	–	–	﹤0.01%	877
2018 Q1	$2K	Hold	114	–	–	﹤0.01%	920
2017 Q4	$2K	Hold	114	–	–	﹤0.01%	930
2017 Q3	$2K	Hold	114	–	–	﹤0.01%	952
2017 Q2	$2K	Sell	114 -68	-37%	-$1.4K	﹤0.01%	977
2017 Q1	$4K	Buy	182 +68	+60%	+$1.39K	﹤0.01%	836
2016 Q4	$2K	Hold	114	–	–	﹤0.01%	863
2016 Q3	$2K	Buy	+114	New	+$2.5K	﹤0.01%	838

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advantage Investment Management's SCHH Position: Q1 2019 in Review

Advantage Investment Management sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 114 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in SCHH in Q3 2016 and held it in 10 quarters. The position peaked at $4K in Q1 2017. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

Advantage Investment Management reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
Advantage Investment Management sold 114 Schwab US REIT ETF shares in Q1 2019, an estimated $2K.
Advantage Investment Management first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 10 quarters.
Advantage Investment Management's Schwab US REIT ETF position peaked at $4K in Q1 2017.
358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.