CCM
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CWH Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

CWH Capital 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
2017
Q4 		– Sell
-128,256
Closed -$2.64M – 48
2017
Q3 		$2.64M Buy
128,256
+88,936
+226% +$1.83M 1.29% 23
2017
Q2 		$810K Sell
39,320
-2,280
-5% -$46.9K 0.42% 33
2017
Q1 		$848K Sell
41,600
-3,510
-8% -$71.9K 0.44% 31
2016
Q4 		$926K Sell
45,110
-13,430
-23% -$270K 0.56% 31
2016
Q3 		$1.25M Buy
58,540
+940
+2% +$20.6K 0.86% 28
2016
Q2 		$1.25M Buy
57,600
+5,920
+11% +$122K 0.91% 28
2016
Q1 		$1.07M Buy
+51,680
New +$994K 0.76% 28
2014
Q1 		– Sell
-22,110
Closed -$334K – 46
2013
Q4 		$334K Buy
+22,110
New +$344K 0.29% 40

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
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 $1.47T 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 $5.7T 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