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Bouchey Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Bouchey Financial 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
Q1 		– Sell
-40,908
Closed -$851K – 73
2017
Q4 		$851K Sell
40,908
-1,456
-3% -$30.3K 0.25% 39
2017
Q3 		$871K Buy
42,364
+242
+0.6% +$4.99K 0.27% 37
2017
Q2 		$868K Sell
42,122
-490
-1% -$10.1K 0.28% 38
2017
Q1 		$869K Buy
42,612
+12,282
+40% +$252K 0.3% 37
2016
Q4 		$622K Sell
30,330
-182
-0.6% -$3.65K 0.26% 37
2016
Q3 		$651K Sell
30,512
-1,828
-6% -$40.1K 0.25% 38
2016
Q2 		$702K Sell
32,340
-178
-0.5% -$3.67K 0.28% 37
2016
Q1 		$673K Sell
32,518
-5,670
-15% -$109K 0.28% 36
2015
Q4 		$757K Buy
38,188
+4,404
+13% +$86K 0.33% 37
2015
Q3 		$628K Sell
33,784
-2,990
-8% -$56.1K 0.3% 37
2015
Q2 		$668K Sell
36,774
-5,568
-13% -$107K 0.28% 39
2015
Q1 		$859K Sell
42,342
-113,572
-73% -$2.32M 0.39% 37
2014
Q4 		$3.04M Buy
155,914
+18,990
+14% +$356K 1.43% 25
2014
Q3 		$2.33M Buy
136,924
+22,730
+20% +$405K 1.18% 32
2014
Q2 		$2.02M Buy
114,194
+19,992
+21% +$346K 1.08% 32
2014
Q1 		$1.56M Buy
94,202
+796
+0.9% +$12.8K 0.95% 32
2013
Q4 		$1.47M Buy
+93,406
New +$1.46M 1.03% 31

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

Bouchey Financial Group's SCHH Position: Q1 2018 in Review

Bouchey Financial Group sold out of Schwab US REIT ETF (SCHH) in Q1 2018, closing a stake of 40,908 shares — an estimated $851K sold.

Bouchey Financial Group first reported a position in SCHH in Q4 2013 and held it in 17 quarters. The position peaked at $3.04M in Q4 2014. 269 funds tracked by Wall St. Rank hold SCHH as of Q1 2018.

  • Bouchey Financial Group reported no remaining Schwab US REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Bouchey Financial Group sold 40,908 Schwab US REIT ETF shares in Q1 2018, an estimated $851K.
  • Bouchey Financial Group first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 17 quarters.
  • Bouchey Financial Group's Schwab US REIT ETF position peaked at $3.04M in Q4 2014.
  • 269 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2018.

Based on Bouchey Financial Group's 13F filing for Q1 2018, filed 9 Apr 2018.