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Amica Retiree Medical Trust’s Schwab US REIT ETF SCHH Stock Holding History

Amica Retiree Medical Trust’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
-150,670
Closed -$3.09M – 395
2016
Q4 		$3.09M Hold
150,670
– – 2.45% 3
2016
Q3 		$3.21M Buy
+150,670
New +$3.3M 2.71% 3

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BlackRock
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QI
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
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MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Amica Retiree Medical Trust's SCHH Position: Q1 2017 in Review

Amica Retiree Medical Trust sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 150,670 shares — an estimated $3.09M sold.

Amica Retiree Medical Trust first reported a position in SCHH in Q3 2016 and held it in 2 quarters. The position peaked at $3.21M in Q3 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

  • Amica Retiree Medical Trust reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 150,670 Schwab US REIT ETF shares in Q1 2017, an estimated $3.09M.
  • Amica Retiree Medical Trust first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 2 quarters.
  • Amica Retiree Medical Trust's Schwab US REIT ETF position peaked at $3.21M in Q3 2016.
  • 218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Amica Retiree Medical Trust's 13F filing for Q1 2017, filed 1 May 2017.