BB&T Securities’s Schwab US REIT ETF SCHH Stock Holding History

BB&T Securities’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
2019 Q3	$222K	Buy	9,408 +326	+4%	+$7.48K	﹤0.01%	1467
2019 Q2	$201K	Buy	+9,082	New	+$203K	﹤0.01%	1527
2017 Q1	–	Sell	-109,274	Closed	-$2.33M	–	1301
2016 Q4	$2.33M	Hold	109,274	–	–	0.03%	400
2016 Q3	$2.33M	Sell	109,274 -570	-0.5%	-$12.5K	0.03%	396
2016 Q2	$2.38M	Buy	+109,844	New	+$2.27M	0.04%	388
2015 Q2	–	Sell	-20,318	Closed	-$4.12M	–	1141
2015 Q1	$4.12M	Sell	20,318 -217,160	-91%	-$4.43M	0.01%	783
2014 Q4	$46.2M	Buy	237,478 +20,070	+9%	+$376K	0.1%	175
2014 Q3	$37M	Sell	217,408 -93,188	-30%	-$1.66M	0.09%	202
2014 Q2	$54.9M	Buy	310,596 +60,150	+24%	+$1.04M	0.13%	142
2014 Q1	$41.5M	Buy	+250,446	New	+$4.01M	0.11%	157

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BB&T Securities's SCHH Position: Q3 2019 in Review

BB&T Securities increased its Schwab US REIT ETF (SCHH) stake by 3.6% in Q3 2019, buying an estimated $7.48K and bringing the position to 9,408 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

BB&T Securities first reported a position in SCHH in Q1 2014 and has held it in 10 quarters since. The position peaked at $54.9M in Q2 2014. 382 funds tracked by Wall St. Rank hold SCHH as of Q3 2019.

BB&T Securities held 9,408 shares of Schwab US REIT ETF worth $222K as of Q3 2019.
BB&T Securities bought 326 Schwab US REIT ETF shares in Q3 2019, an estimated $7.48K.
Schwab US REIT ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1467 holding.
BB&T Securities first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 10 quarters since.
BB&T Securities's Schwab US REIT ETF position peaked at $54.9M in Q2 2014.
382 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.