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

FDx 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 Q4	–	Sell	-9,968	Closed	-$208K	–	766
2018 Q3	$208K	Buy	+9,968	New	+$211K	0.01%	822

Other funds holding SCHH

CSIA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FDx Advisors's SCHH Position: Q4 2018 in Review

FDx Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 9,968 shares — an estimated $208K sold.

FDx Advisors first reported a position in SCHH in Q3 2018 and held it in 1 quarter. The position peaked at $208K in Q3 2018. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

FDx Advisors reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
FDx Advisors sold 9,968 Schwab US REIT ETF shares in Q4 2018, an estimated $208K.
FDx Advisors first reported a position in Schwab US REIT ETF in Q3 2018 and held it in 1 quarter.
FDx Advisors's Schwab US REIT ETF position peaked at $208K in Q3 2018.
327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.