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D.A. Davidson & Co’s Schwab US REIT ETF SCHH Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-1,600
Closed -$32K – 1823
2017
Q2 		$32K Hold
1,600
– – ﹤0.01% 1685
2017
Q1 		$32K Hold
1,600
– – ﹤0.01% 1684
2016
Q4 		$32K Hold
1,600
– – ﹤0.01% 1768
2016
Q3 		$34K Buy
1,600
+1,546
+2,863% +$33.9K ﹤0.01% 1688
2016
Q2 		$1K Buy
+54
New +$1.11K ﹤0.01% 2298

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

D.A. Davidson & Co's SCHH Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Schwab US REIT ETF (SCHH) in Q3 2017, closing a stake of 1,600 shares — an estimated $32K sold.

D.A. Davidson & Co first reported a position in SCHH in Q2 2016 and held it in 5 quarters. The position peaked at $34K in Q3 2016. 231 funds tracked by Wall St. Rank hold SCHH as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Schwab US REIT ETF position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,600 Schwab US REIT ETF shares in Q3 2017, an estimated $32K.
  • D.A. Davidson & Co first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 5 quarters.
  • D.A. Davidson & Co's Schwab US REIT ETF position peaked at $34K in Q3 2016.
  • 231 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.