Buffington Mohr McNeal’s Schwab US REIT ETF SCHH Stock Holding History

Buffington Mohr McNeal’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	-7,056	Closed	-$157K	–	282
2019 Q1	$157K	Buy	+7,056	New	+$150K	0.05%	129
2017 Q2	–	Sell	-10,056	Closed	-$205K	–	136
2017 Q1	$205K	Buy	10,056 +416	+4%	+$8.52K	0.09%	107
2016 Q4	$198K	Buy	9,640 +1,960	+26%	+$39.3K	0.08%	119
2016 Q3	$163K	Buy	7,680 +628	+9%	+$13.8K	0.07%	119
2016 Q2	$153K	Buy	7,052 +350	+5%	+$7.22K	0.07%	126
2016 Q1	$139K	Buy	+6,702	New	+$129K	0.06%	141

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buffington Mohr McNeal's SCHH Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 7,056 shares — an estimated $157K sold.

Buffington Mohr McNeal first reported a position in SCHH in Q1 2016 and held it in 6 quarters. The position peaked at $205K in Q1 2017. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

Buffington Mohr McNeal reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 7,056 Schwab US REIT ETF shares in Q2 2019, an estimated $157K.
Buffington Mohr McNeal first reported a position in Schwab US REIT ETF in Q1 2016 and held it in 6 quarters.
Buffington Mohr McNeal's Schwab US REIT ETF position peaked at $205K in Q1 2017.
366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.