Clarfeld Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Clarfeld Financial Advisors’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	$13K	Buy	+696	New	+$14.2K	0.01%	202

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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clarfeld Financial Advisors's SCHH Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q4 2018: 696 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings.

327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

Clarfeld Financial Advisors held 696 shares of Schwab US REIT ETF worth $13K as of Q4 2018.
Schwab US REIT ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Schwab US REIT ETF made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #202 holding.
327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.