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D. Scott Neal’s Schwab US REIT ETF SCHH Stock Holding History

D. Scott Neal’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
2018
Q1 		– Sell
-25,852
Closed -$538K – 177
2017
Q4 		$538K Buy
25,852
+23,738
+1,123% +$494K 0.32% 28
2017
Q3 		$43K Buy
2,114
+414
+24% +$8.53K 0.03% 84
2017
Q2 		$35K Buy
1,700
+904
+114% +$18.6K 0.02% 107
2017
Q1 		$16K Buy
+796
New +$16.3K 0.01% 109

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 $1.56T AUM 27.86% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

D. Scott Neal's SCHH Position: Q1 2018 in Review

D. Scott Neal sold out of Schwab US REIT ETF (SCHH) in Q1 2018, closing a stake of 25,852 shares — an estimated $538K sold.

D. Scott Neal first reported a position in SCHH in Q1 2017 and held it in 4 quarters. The position peaked at $538K in Q4 2017. 269 funds tracked by Wall St. Rank hold SCHH as of Q1 2018.

  • D. Scott Neal reported no remaining Schwab US REIT ETF position as of Q1 2018 after selling out during the quarter.
  • D. Scott Neal sold 25,852 Schwab US REIT ETF shares in Q1 2018, an estimated $538K.
  • D. Scott Neal first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 4 quarters.
  • D. Scott Neal's Schwab US REIT ETF position peaked at $538K in Q4 2017.
  • 269 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2018.

Based on D. Scott Neal's 13F filing for Q1 2018, filed 19 Apr 2018.