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Concert Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-5,346
Closed -$108K – 847
2016
Q3 		$108K Buy
+5,346
New +$117K 0.01% 738
2015
Q3 		– Sell
-11,190
Closed -$203K – 736
2015
Q2 		$203K Buy
+11,190
New +$216K 0.03% 634
2013
Q4 		– Sell
-16,032
Closed -$248K – 567
2013
Q3 		$248K Sell
16,032
-6
-0% -$95 0.04% 419
2013
Q2 		$258K Buy
+16,038
New +$270K 0.04% 377

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

Concert Wealth Management's SCHH Position: Q4 2016 in Review

Concert Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2016, closing a stake of 5,346 shares — an estimated $108K sold.

Concert Wealth Management first reported a position in SCHH in Q2 2013 and held it in 4 quarters. The position peaked at $258K in Q2 2013. 207 funds tracked by Wall St. Rank hold SCHH as of Q4 2016.

  • Concert Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,346 Schwab US REIT ETF shares in Q4 2016, an estimated $108K.
  • Concert Wealth Management first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 4 quarters.
  • Concert Wealth Management's Schwab US REIT ETF position peaked at $258K in Q2 2013.
  • 207 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.