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Advocacy Wealth Management Services’s Schwab US REIT ETF SCHH Stock Holding History

Advocacy Wealth Management 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
Q1 		– Sell
-388
Closed -$8K – 342
2016
Q4 		$8K Hold
388
– – ﹤0.01% 223
2016
Q3 		$8K Hold
388
– – ﹤0.01% 285
2016
Q2 		$8K Buy
+388
New +$8.01K ﹤0.01% 311

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QI
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Advocacy Wealth Management Services's SCHH Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 388 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in SCHH in Q2 2016 and held it in 3 quarters. The position peaked at $8K in Q4 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 388 Schwab US REIT ETF shares in Q1 2017, an estimated $8K.
  • Advocacy Wealth Management Services first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Schwab US REIT ETF position peaked at $8K in Q4 2016.
  • 218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.