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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

CWH Capital Management's SCHH Position: Q4 2017 in Review

CWH Capital Management sold out of Schwab US REIT ETF (SCHH) in Q4 2017, closing a stake of 128,256 shares — an estimated $2.64M sold.

CWH Capital Management first reported a position in SCHH in Q4 2013 and held it in 8 quarters. The position peaked at $2.64M in Q3 2017. 275 funds tracked by Wall St. Rank hold SCHH as of Q4 2017.

CWH Capital Management reported no remaining Schwab US REIT ETF position as of Q4 2017 after selling out during the quarter.
CWH Capital Management sold 128,256 Schwab US REIT ETF shares in Q4 2017, an estimated $2.64M.
CWH Capital Management first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 8 quarters.
CWH Capital Management's Schwab US REIT ETF position peaked at $2.64M in Q3 2017.
275 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2017.

Based on CWH Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.