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Edge Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Edge Advisors’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
Q2 		$61K Hold
2,960
– – 0.01% 483
2018
Q1 		$56K Hold
2,960
– – 0.01% 508
2017
Q4 		$61K Hold
2,960
– – 0.01% 490
2017
Q3 		$60K Hold
2,960
– – 0.01% 469
2017
Q2 		$60K Hold
2,960
– – 0.01% 471
2017
Q1 		$60K Hold
2,960
– – 0.01% 479
2016
Q4 		$60K Buy
+2,960
New +$59.4K 0.01% 441

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

Edge Advisors's SCHH Position: Q2 2018 in Review

Edge Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2018 at 2,960 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #483.

Edge Advisors first reported a position in SCHH in Q4 2016 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold SCHH as of Q2 2018.

  • Edge Advisors held 2,960 shares of Schwab US REIT ETF worth $61K as of Q2 2018.
  • Edge Advisors left its Schwab US REIT ETF share count unchanged in Q2 2018.
  • Schwab US REIT ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #483 holding.
  • Edge Advisors first reported a position in Schwab US REIT ETF in Q4 2016 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.