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

Appleton 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
Q2 		– Sell
-467,030
Closed -$8.93M – 32
2018
Q1 		$8.93M Buy
467,030
+95,230
+26% +$1.84M 10.26% 3
2017
Q4 		$7.74M Buy
371,800
+4,314
+1% +$89.7K 7.67% 6
2017
Q3 		$7.56M Buy
367,486
+670
+0.2% +$13.8K 8.12% 4
2017
Q2 		$7.56M Sell
366,816
-1,402
-0.4% -$28.8K 8.54% 4
2017
Q1 		$7.51M Sell
368,218
-9,052
-2% -$185K 8.67% 4
2016
Q4 		$7.74M Buy
377,270
+271,768
+258% +$5.46M 10.22% 4
2016
Q3 		$2.25M Buy
105,502
+4,762
+5% +$104K 2.71% 14
2016
Q2 		$2.19M Buy
+100,740
New +$2.08M 3.65% 9

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Appleton Group's SCHH Position: Q2 2018 in Review

Appleton Group sold out of Schwab US REIT ETF (SCHH) in Q2 2018, closing a stake of 467,030 shares — an estimated $8.93M sold.

Appleton Group first reported a position in SCHH in Q2 2016 and held it in 8 quarters. The position peaked at $8.93M in Q1 2018. 293 funds tracked by Wall St. Rank hold SCHH as of Q2 2018.

  • Appleton Group reported no remaining Schwab US REIT ETF position as of Q2 2018 after selling out during the quarter.
  • Appleton Group sold 467,030 Schwab US REIT ETF shares in Q2 2018, an estimated $8.93M.
  • Appleton Group first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 8 quarters.
  • Appleton Group's Schwab US REIT ETF position peaked at $8.93M in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2018.

Based on Appleton Group's 13F filing for Q2 2018, filed 1 Aug 2018.