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Crow Point Partners’s Schwab US REIT ETF SCHH Stock Holding History

Crow Point Partners’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
Q4 		– Sell
-3,976
Closed -$82K – 279
2017
Q3 		$82K Buy
+3,976
New +$81.9K 0.01% 190

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Crow Point Partners's SCHH Position: Q4 2017 in Review

Crow Point Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2017, closing a stake of 3,976 shares — an estimated $82K sold.

Crow Point Partners first reported a position in SCHH in Q3 2017 and held it in 1 quarter. The position peaked at $82K in Q3 2017. 275 funds tracked by Wall St. Rank hold SCHH as of Q4 2017.

  • Crow Point Partners reported no remaining Schwab US REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Crow Point Partners sold 3,976 Schwab US REIT ETF shares in Q4 2017, an estimated $82K.
  • Crow Point Partners first reported a position in Schwab US REIT ETF in Q3 2017 and held it in 1 quarter.
  • Crow Point Partners's Schwab US REIT ETF position peaked at $82K in Q3 2017.
  • 275 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.