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Diligent Investors’s Schwab US REIT ETF SCHH Stock Holding History

Diligent Investors’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
-10,098
Closed -$208K – 206
2017
Q3 		$208K Sell
10,098
-1,266
-11% -$26.1K 0.15% 157
2017
Q2 		$234K Buy
11,364
+344
+3% +$7.07K 0.17% 147
2017
Q1 		$225K Buy
11,020
+408
+4% +$8.36K 0.17% 137
2016
Q4 		$217K Buy
+10,612
New +$213K 0.17% 145

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
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

Diligent Investors's SCHH Position: Q4 2017 in Review

Diligent Investors sold out of Schwab US REIT ETF (SCHH) in Q4 2017, closing a stake of 10,098 shares — an estimated $208K sold.

Diligent Investors first reported a position in SCHH in Q4 2016 and held it in 4 quarters. The position peaked at $234K in Q2 2017. 275 funds tracked by Wall St. Rank hold SCHH as of Q4 2017.

  • Diligent Investors reported no remaining Schwab US REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Diligent Investors sold 10,098 Schwab US REIT ETF shares in Q4 2017, an estimated $208K.
  • Diligent Investors first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 4 quarters.
  • Diligent Investors's Schwab US REIT ETF position peaked at $234K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2017.

Based on Diligent Investors's 13F filing for Q4 2017, filed 12 Feb 2018.