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Bruderman Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Bruderman Asset Management’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 		– Sell
-480
Closed -$11K – 472
2019
Q1 		$11K Buy
480
+2
+0.4% +$42 ﹤0.01% 435
2018
Q4 		$9K Buy
+478
New +$9.76K ﹤0.01% 444

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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

Bruderman Asset Management's SCHH Position: Q2 2019 in Review

Bruderman Asset Management sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 480 shares — an estimated $11K sold.

Bruderman Asset Management first reported a position in SCHH in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

  • Bruderman Asset Management reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 480 Schwab US REIT ETF shares in Q2 2019, an estimated $11K.
  • Bruderman Asset Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Schwab US REIT ETF position peaked at $11K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.