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Founders Bank & Trust’s Schwab US REIT ETF SCHH Stock Holding History

Founders Bank & Trust’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
Q1 		– Sell
-362
Closed -$6K – 384
2013
Q4 		$6K Buy
+362
New +$5.64K ﹤0.01% 338

Other funds holding SCHH

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Founders Bank & Trust's SCHH Position: Q1 2014 in Review

Founders Bank & Trust sold out of Schwab US REIT ETF (SCHH) in Q1 2014, closing a stake of 362 shares — an estimated $6K sold.

Founders Bank & Trust first reported a position in SCHH in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 84 funds tracked by Wall St. Rank hold SCHH as of Q1 2014.

  • Founders Bank & Trust reported no remaining Schwab US REIT ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 362 Schwab US REIT ETF shares in Q1 2014, an estimated $6K.
  • Founders Bank & Trust first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 1 quarter.
  • Founders Bank & Trust's Schwab US REIT ETF position peaked at $6K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.