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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
2018
Q4 		– Sell
-78,264
Closed -$945K – 990
2018
Q3 		$945K Sell
78,264
-21,556
-22% -$456K 0.01% 724
2018
Q2 		$1.2M Buy
+99,820
New +$1.97M 0.01% 700

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Q2 2018 and held it in 3 quarters. The position peaked at $1.2M in Q2 2018. 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 Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's Schwab US REIT ETF position peaked at $1.2M in Q2 2018.
  • 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.