Alliance Wealth Management Group’s Schwab US REIT ETF SCHH Stock Holding History

Alliance Wealth Management 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
2018 Q4	–	Sell	-12,588	Closed	-$263K	–	55
2018 Q3	$263K	Sell	12,588 -22,794	-64%	-$482K	0.14%	47
2018 Q2	$739K	Sell	35,382 -70,882	-67%	-$1.4M	0.43%	36
2018 Q1	$2.03M	Buy	106,264 +3,178	+3%	+$61.3K	0.95%	24
2017 Q4	$2.14M	Sell	103,086 -102,248	-50%	-$2.13M	1.06%	23
2017 Q3	$4.22M	Buy	205,334 +107,096	+109%	+$2.21M	1.07%	24
2017 Q2	$2.03M	Buy	98,238 +54,496	+125%	+$1.12M	1.14%	24
2017 Q1	$907K	Buy	+43,742	New	+$896K	0.52%	41

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 $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alliance Wealth Management Group's SCHH Position: Q4 2018 in Review

Alliance Wealth Management Group sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 12,588 shares — an estimated $263K sold.

Alliance Wealth Management Group first reported a position in SCHH in Q1 2017 and held it in 7 quarters. The position peaked at $4.22M in Q3 2017. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

Alliance Wealth Management Group reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
Alliance Wealth Management Group sold 12,588 Schwab US REIT ETF shares in Q4 2018, an estimated $263K.
Alliance Wealth Management Group first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 7 quarters.
Alliance Wealth Management Group's Schwab US REIT ETF position peaked at $4.22M in Q3 2017.
327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Alliance Wealth Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.