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Edge Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Edge Wealth Management’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
2014
Q2 		– Sell
-700
Closed -$12K – 418
2014
Q1 		$12K Sell
700
-500
-42% -$8.01K 0.01% 281
2013
Q4 		$18K Hold
1,200
– – 0.01% 231
2013
Q3 		$19K Buy
1,200
+600
+100% +$9.5K 0.01% 201
2013
Q2 		$10K Buy
+600
New +$10.1K 0.01% 234

Other funds holding SCHH

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Edge Wealth Management's SCHH Position: Q2 2014 in Review

Edge Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2014, closing a stake of 700 shares — an estimated $12K sold.

Edge Wealth Management first reported a position in SCHH in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q3 2013. 91 funds tracked by Wall St. Rank hold SCHH as of Q2 2014.

  • Edge Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 700 Schwab US REIT ETF shares in Q2 2014, an estimated $12K.
  • Edge Wealth Management first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 4 quarters.
  • Edge Wealth Management's Schwab US REIT ETF position peaked at $19K in Q3 2013.
  • 91 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.