First Foundation Advisors’s Schwab US REIT ETF SCHH Stock Holding History

First Foundation 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	–	Sell	-26,086	Closed	-$499K	–	345
2018 Q1	$499K	Sell	26,086 -24,050	-48%	-$464K	0.03%	210
2017 Q4	$1.04M	Buy	+50,136	New	+$1.04M	0.06%	171
2017 Q1	–	Sell	-26,810	Closed	-$550K	–	337
2016 Q4	$550K	Buy	+26,810	New	+$538K	0.04%	189
2016 Q1	–	Sell	-30,912	Closed	-$613K	–	325
2015 Q4	$613K	Buy	+30,912	New	+$604K	0.04%	165
2015 Q1	–	Sell	-56,342	Closed	-$1.1M	–	261
2014 Q4	$1.1M	Buy	+56,342	New	+$1.06M	0.1%	91

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

FEG

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

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

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

First Foundation Advisors's SCHH Position: Q2 2018 in Review

First Foundation Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2018, closing a stake of 26,086 shares — an estimated $499K sold.

First Foundation Advisors first reported a position in SCHH in Q4 2014 and held it in 5 quarters. The position peaked at $1.1M in Q4 2014. 293 funds tracked by Wall St. Rank hold SCHH as of Q2 2018.

First Foundation Advisors reported no remaining Schwab US REIT ETF position as of Q2 2018 after selling out during the quarter.
First Foundation Advisors sold 26,086 Schwab US REIT ETF shares in Q2 2018, an estimated $499K.
First Foundation Advisors first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 5 quarters.
First Foundation Advisors's Schwab US REIT ETF position peaked at $1.1M in Q4 2014.
293 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2018.

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