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Atwood & Palmer’s Schwab US REIT ETF SCHH Stock Holding History

Atwood & Palmer’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
-3,464
Closed -$71K – 329
2016
Q4 		$71K Hold
3,464
– – 0.01% 154
2016
Q3 		$74K Hold
3,464
– – 0.01% 156
2016
Q2 		$75K Hold
3,464
– – 0.01% 158
2016
Q1 		$72K Hold
3,464
– – 0.01% 160
2015
Q4 		$69K Hold
3,464
– – 0.01% 189
2015
Q3 		$64K Buy
+3,464
New +$65K 0.01% 179

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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Atwood & Palmer's SCHH Position: Q1 2017 in Review

Atwood & Palmer sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 3,464 shares — an estimated $71K sold.

Atwood & Palmer first reported a position in SCHH in Q3 2015 and held it in 6 quarters. The position peaked at $75K in Q2 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

  • Atwood & Palmer reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Atwood & Palmer sold 3,464 Schwab US REIT ETF shares in Q1 2017, an estimated $71K.
  • Atwood & Palmer first reported a position in Schwab US REIT ETF in Q3 2015 and held it in 6 quarters.
  • Atwood & Palmer's Schwab US REIT ETF position peaked at $75K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.