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Apriem Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Apriem Advisors’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
Q3 		– Sell
-556
Closed -$12K – 331
2018
Q2 		$12K Buy
+556
New +$11K ﹤0.01% 404
2017
Q2 		– Sell
-538
Closed -$11K – 466
2017
Q1 		$11K Buy
538
+18
+3% +$369 ﹤0.01% 412
2016
Q4 		$11K Sell
520
-156,644
-100% -$3.14M ﹤0.01% 436
2016
Q3 		$3.35M Buy
157,164
+9,842
+7% +$216K 1% 32
2016
Q2 		$3.2M Buy
147,322
+146,882
+33,382% +$3.03M 1.04% 29
2016
Q1 		$9K Sell
440
-60
-12% -$1.15K ﹤0.01% 391
2015
Q4 		$10K Buy
500
+100
+25% +$1.95K ﹤0.01% 376
2015
Q3 		$7K Sell
400
-4
-1% -$75 ﹤0.01% 386
2015
Q2 		$7K Sell
404
-227,344
-100% -$4.38M ﹤0.01% 452
2015
Q1 		$4.62M Buy
227,748
+1,592
+0.7% +$32.5K 1.6% 21
2014
Q4 		$4.4M Buy
226,156
+94,230
+71% +$1.77M 1.62% 23
2014
Q3 		$2.25M Buy
131,926
+50,486
+62% +$900K 0.86% 41
2014
Q2 		$1.44M Buy
81,440
+10,394
+15% +$180K 0.55% 54
2014
Q1 		$1.18M Buy
71,046
+70,224
+8,543% +$1.13M 0.44% 57
2013
Q4 		$12K Buy
822
+800
+3,636% +$12.5K ﹤0.01% 341
2013
Q3 		$0 Sell
22
-68,352
-100% -$1.08M ﹤0.01% 514
2013
Q2 		$1.1M Buy
+68,374
New +$1.15M 0.54% 49

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Apriem Advisors's SCHH Position: Q3 2018 in Review

Apriem Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2018, closing a stake of 556 shares — an estimated $12K sold.

Apriem Advisors first reported a position in SCHH in Q2 2013 and held it in 17 quarters. The position peaked at $4.62M in Q1 2015. 297 funds tracked by Wall St. Rank hold SCHH as of Q3 2018.

  • Apriem Advisors reported no remaining Schwab US REIT ETF position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 556 Schwab US REIT ETF shares in Q3 2018, an estimated $12K.
  • Apriem Advisors first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 17 quarters.
  • Apriem Advisors's Schwab US REIT ETF position peaked at $4.62M in Q1 2015.
  • 297 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.