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

Cornerstone 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
2019
Q2 		– Sell
-2,264
Closed -$347K – 478
2019
Q1 		$347K Buy
+2,264
New +$48.1K 0.04% 348

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FEG
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Cornerstone Wealth Management's SCHH Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 2,264 shares — an estimated $347K sold.

Cornerstone Wealth Management first reported a position in SCHH in Q1 2019 and held it in 1 quarter. The position peaked at $347K in Q1 2019. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,264 Schwab US REIT ETF shares in Q2 2019, an estimated $347K.
  • Cornerstone Wealth Management first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Management's Schwab US REIT ETF position peaked at $347K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.