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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return