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

Fortis 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
2017
Q3 		– Sell
-350
Closed -$8K – 284
2017
Q2 		$8K Hold
350
– – 0.01% 86
2017
Q1 		$8K Buy
+350
New +$7.17K 0.01% 76

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Fortis Advisors's SCHH Position: Q3 2017 in Review

Fortis Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2017, closing a stake of 350 shares — an estimated $8K sold.

Fortis Advisors first reported a position in SCHH in Q1 2017 and held it in 2 quarters. The position peaked at $8K in Q2 2017. 231 funds tracked by Wall St. Rank hold SCHH as of Q3 2017.

  • Fortis Advisors reported no remaining Schwab US REIT ETF position as of Q3 2017 after selling out during the quarter.
  • Fortis Advisors sold 350 Schwab US REIT ETF shares in Q3 2017, an estimated $8K.
  • Fortis Advisors first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 2 quarters.
  • Fortis Advisors's Schwab US REIT ETF position peaked at $8K in Q2 2017.
  • 231 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2017.

Based on Fortis Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.