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Brouwer & Janachowski’s Schwab US REIT ETF SCHH Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-2,150
Closed -$39K – 75
2015
Q2 		$39K Buy
+2,150
New +$41.4K 0.02% 60
2014
Q2 		– Sell
-2,220
Closed -$37K – 75
2014
Q1 		$37K Buy
+2,220
New +$35.6K 0.02% 76

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Brouwer & Janachowski's SCHH Position: Q3 2015 in Review

Brouwer & Janachowski sold out of Schwab US REIT ETF (SCHH) in Q3 2015, closing a stake of 2,150 shares — an estimated $39K sold.

Brouwer & Janachowski first reported a position in SCHH in Q1 2014 and held it in 2 quarters. The position peaked at $39K in Q2 2015. 132 funds tracked by Wall St. Rank hold SCHH as of Q3 2015.

  • Brouwer & Janachowski reported no remaining Schwab US REIT ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 2,150 Schwab US REIT ETF shares in Q3 2015, an estimated $39K.
  • Brouwer & Janachowski first reported a position in Schwab US REIT ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's Schwab US REIT ETF position peaked at $39K in Q2 2015.
  • 132 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.