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Compass Efficient Model Portfolios’s Schwab US REIT ETF SCHH Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$5K Buy
308
+90
+41% +$1.4K 0.19% 103
2013
Q3 		$3K Buy
218
+172
+374% +$2.72K 0.02% 92
2013
Q2 		$1K Buy
+46
New +$774 ﹤0.01% 87

Other funds holding SCHH

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vigilant Capital Management
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Compass Efficient Model Portfolios's SCHH Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Schwab US REIT ETF (SCHH) stake by 41% in Q4 2013, buying an estimated $1.4K and bringing the position to 308 shares worth $5K. The position accounts for 0.19% of the portfolio, ranked #103.

Compass Efficient Model Portfolios first reported a position in SCHH in Q2 2013 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold SCHH as of Q4 2013.

  • Compass Efficient Model Portfolios held 308 shares of Schwab US REIT ETF worth $5K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 90 Schwab US REIT ETF shares in Q4 2013, an estimated $1.4K.
  • Schwab US REIT ETF made up 0.19% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #103 holding.
  • Compass Efficient Model Portfolios first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.