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Carlson Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Carlson Capital 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
2018
Q4 		– Sell
-9,650
Closed -$201K – 101
2018
Q3 		$201K Sell
9,650
-54
-0.6% -$1.14K 0.05% 92
2018
Q2 		$203K Buy
+9,704
New +$192K 0.06% 83

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carlson Capital Management's SCHH Position: Q4 2018 in Review

Carlson Capital Management sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 9,650 shares — an estimated $201K sold.

Carlson Capital Management first reported a position in SCHH in Q2 2018 and held it in 2 quarters. The position peaked at $203K in Q2 2018. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

  • Carlson Capital Management reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Carlson Capital Management sold 9,650 Schwab US REIT ETF shares in Q4 2018, an estimated $201K.
  • Carlson Capital Management first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 2 quarters.
  • Carlson Capital Management's Schwab US REIT ETF position peaked at $203K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Carlson Capital Management's 13F filing for Q4 2018, filed 22 Jan 2019.