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Domani Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Domani Wealth’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
Q1 		– Sell
-15,594
Closed -$320K – 105
2016
Q4 		$320K Sell
15,594
-8,110
-34% -$163K 0.13% 73
2016
Q3 		$505K Sell
23,704
-5,152
-18% -$113K 0.19% 65
2016
Q2 		$627K Sell
28,856
-4,684
-14% -$96.7K 0.24% 61
2016
Q1 		$694K Buy
33,540
+19,004
+131% +$365K 0.26% 63
2015
Q4 		$288K Buy
+14,536
New +$284K 0.11% 96

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Domani Wealth's SCHH Position: Q1 2017 in Review

Domani Wealth sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 15,594 shares — an estimated $320K sold.

Domani Wealth first reported a position in SCHH in Q4 2015 and held it in 5 quarters. The position peaked at $694K in Q1 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

  • Domani Wealth reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Domani Wealth sold 15,594 Schwab US REIT ETF shares in Q1 2017, an estimated $320K.
  • Domani Wealth first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 5 quarters.
  • Domani Wealth's Schwab US REIT ETF position peaked at $694K in Q1 2016.
  • 218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Domani Wealth's 13F filing for Q1 2017, filed 1 May 2017.