APFBOT
SCHH icon

Amica Pension Fund Board of Trustees’s Schwab US REIT ETF SCHH Stock Holding History

Amica Pension Fund Board of Trustees’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
-976,078
Closed -$20M – 395
2016
Q4 		$20M Hold
976,078
– – 2.41% 3
2016
Q3 		$20.8M Buy
+976,078
New +$21.4M 2.69% 3

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Amica Pension Fund Board of Trustees's SCHH Position: Q1 2017 in Review

Amica Pension Fund Board of Trustees sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 976,078 shares — an estimated $20M sold.

Amica Pension Fund Board of Trustees first reported a position in SCHH in Q3 2016 and held it in 2 quarters. The position peaked at $20.8M in Q3 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

  • Amica Pension Fund Board of Trustees reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Amica Pension Fund Board of Trustees sold 976,078 Schwab US REIT ETF shares in Q1 2017, an estimated $20M.
  • Amica Pension Fund Board of Trustees first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 2 quarters.
  • Amica Pension Fund Board of Trustees's Schwab US REIT ETF position peaked at $20.8M in Q3 2016.
  • 218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Amica Pension Fund Board of Trustees's 13F filing for Q1 2017, filed 1 May 2017.