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Carnick & Kubik’s Schwab US REIT ETF SCHH Stock Holding History

Carnick & Kubik’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
Q4 		– Sell
-2,830
Closed -$52.6K – 285
2015
Q3 		$52.6K Buy
+2,830
New +$53.1K 0.04% 199

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Carnick & Kubik's SCHH Position: Q4 2015 in Review

Carnick & Kubik sold out of Schwab US REIT ETF (SCHH) in Q4 2015, closing a stake of 2,830 shares — an estimated $52.6K sold.

Carnick & Kubik first reported a position in SCHH in Q3 2015 and held it in 1 quarter. The position peaked at $52.6K in Q3 2015. 156 funds tracked by Wall St. Rank hold SCHH as of Q4 2015.

  • Carnick & Kubik reported no remaining Schwab US REIT ETF position as of Q4 2015 after selling out during the quarter.
  • Carnick & Kubik sold 2,830 Schwab US REIT ETF shares in Q4 2015, an estimated $52.6K.
  • Carnick & Kubik first reported a position in Schwab US REIT ETF in Q3 2015 and held it in 1 quarter.
  • Carnick & Kubik's Schwab US REIT ETF position peaked at $52.6K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2015.

Based on Carnick & Kubik's 13F filing for Q4 2015, filed 11 Feb 2016.