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

Belvedere 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
2019
Q2 		$38K Sell
1,688
-2,904
-63% -$64.8K 1.17% 17
2019
Q1 		$102K Buy
+4,592
New +$97.5K 1.32% 18

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belvedere Advisors's SCHH Position: Q2 2019 in Review

Belvedere Advisors reduced its Schwab US REIT ETF (SCHH) stake by 63% in Q2 2019, selling an estimated $64.8K and leaving 1,688 shares worth $38K. The position accounts for 1.17% of the portfolio, ranked #17.

Belvedere Advisors first reported a position in SCHH in Q1 2019 and has held it in 2 quarters since. The position peaked at $102K in Q1 2019. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

  • Belvedere Advisors held 1,688 shares of Schwab US REIT ETF worth $38K as of Q2 2019.
  • Belvedere Advisors sold 2,904 Schwab US REIT ETF shares in Q2 2019, an estimated $64.8K.
  • Schwab US REIT ETF made up 1.17% of Belvedere Advisors's portfolio in Q2 2019, its #17 holding.
  • Belvedere Advisors first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's Schwab US REIT ETF position peaked at $102K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.