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Advisor Group’s Schwab US REIT ETF SCHH Stock Holding History

Advisor 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
2019
Q4 		$4.99M Sell
217,308
-168,462
-44% -$3.93M 0.03% 422
2019
Q3 		$9.1M Buy
385,770
+174,072
+82% +$3.99M 0.07% 244
2019
Q2 		$4.71M Buy
211,698
+39,688
+23% +$886K 0.04% 406
2019
Q1 		$3.82M Buy
172,010
+133,938
+352% +$2.84M 0.03% 459
2018
Q4 		$732K Sell
38,072
-242,866
-86% -$4.96M 0.01% 1147
2018
Q3 		$5.86M Buy
280,938
+168,386
+150% +$3.56M 0.06% 277
2018
Q2 		$2.35M Buy
112,552
+2,674
+2% +$52.9K 0.03% 494
2018
Q1 		$2.1M Buy
109,878
+15,710
+17% +$303K 0.03% 543
2017
Q4 		$1.96M Buy
94,168
+10,540
+13% +$219K 0.03% 573
2017
Q3 		$1.72M Buy
83,628
+7,816
+10% +$161K 0.03% 563
2017
Q2 		$1.56M Sell
75,812
-7,916
-9% -$163K 0.03% 562
2017
Q1 		$1.71M Buy
83,728
+26,650
+47% +$546K 0.03% 505
2016
Q4 		$1.17M Sell
57,078
-26,384
-32% -$530K 0.03% 599
2016
Q3 		$1.78M Buy
83,462
+73,232
+716% +$1.61M 0.04% 442
2016
Q2 		$220K Buy
+10,230
New +$211K 0.01% 1401

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

Advisor Group's SCHH Position: Q4 2019 in Review

Advisor Group reduced its Schwab US REIT ETF (SCHH) stake by 44% in Q4 2019, selling an estimated $3.93M and leaving 217,308 shares worth $4.99M. The position accounts for 0.03% of the portfolio, ranked #422.

Advisor Group first reported a position in SCHH in Q2 2016 and has held it in 15 quarters since. The position peaked at $9.1M in Q3 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • Advisor Group held 217,308 shares of Schwab US REIT ETF worth $4.99M as of Q4 2019.
  • Advisor Group sold 168,462 Schwab US REIT ETF shares in Q4 2019, an estimated $3.93M.
  • Schwab US REIT ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #422 holding.
  • Advisor Group first reported a position in Schwab US REIT ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Schwab US REIT ETF position peaked at $9.1M in Q3 2019.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.