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

Evercore 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
2016
Q4 		– Sell
-8,282
Closed -$177K – 1086
2016
Q3 		$177K Buy
+8,282
New +$182K 0.01% 397
2016
Q2 		– Sell
-418
Closed -$9K – 1042
2016
Q1 		$9K Hold
418
– – ﹤0.01% 817
2015
Q4 		$8K Buy
+418
New +$8.17K ﹤0.01% 879

Other funds holding SCHH

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CSIA
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 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
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

Evercore Wealth Management's SCHH Position: Q4 2016 in Review

Evercore Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2016, closing a stake of 8,282 shares — an estimated $177K sold.

Evercore Wealth Management first reported a position in SCHH in Q4 2015 and held it in 3 quarters. The position peaked at $177K in Q3 2016. 207 funds tracked by Wall St. Rank hold SCHH as of Q4 2016.

  • Evercore Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 8,282 Schwab US REIT ETF shares in Q4 2016, an estimated $177K.
  • Evercore Wealth Management first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 3 quarters.
  • Evercore Wealth Management's Schwab US REIT ETF position peaked at $177K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.