CAG
SCHH icon

Crestwood Advisors Group’s Schwab US REIT ETF SCHH Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-580
Closed -$12K – 376
2017
Q1 		$12K Buy
+580
New +$11.9K ﹤0.01% 425

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Crestwood Advisors Group's SCHH Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Schwab US REIT ETF (SCHH) in Q2 2017, closing a stake of 580 shares — an estimated $12K sold.

Crestwood Advisors Group first reported a position in SCHH in Q1 2017 and held it in 1 quarter. The position peaked at $12K in Q1 2017. 230 funds tracked by Wall St. Rank hold SCHH as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Schwab US REIT ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 580 Schwab US REIT ETF shares in Q2 2017, an estimated $12K.
  • Crestwood Advisors Group first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Schwab US REIT ETF position peaked at $12K in Q1 2017.
  • 230 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.