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

Frontier 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
2019
Q2 		– Sell
-102,282
Closed -$2.27M – 357
2019
Q1 		$2.27M Sell
102,282
-124,996
-55% -$2.65M 0.31% 73
2018
Q4 		$4.38M Sell
227,278
-1,406
-0.6% -$28.7K 0.66% 34
2018
Q3 		$4.77M Sell
228,684
-31,950
-12% -$675K 0.46% 30
2018
Q2 		$5.45M Buy
260,634
+23,438
+10% +$464K 0.78% 20
2018
Q1 		$4.54M Buy
237,196
+498
+0.2% +$9.6K 0.64% 39
2017
Q4 		$4.93M Sell
236,698
-4,548
-2% -$94.6K 0.79% 24
2017
Q3 		$4.96M Sell
241,246
-80,614
-25% -$1.66M 0.71% 32
2017
Q2 		$6.63M Buy
321,860
+24,568
+8% +$505K 1.02% 22
2017
Q1 		$6.06M Buy
297,292
+54,204
+22% +$1.11M 0.93% 23
2016
Q4 		$4.99M Sell
243,088
-6,474
-3% -$130K 0.82% 28
2016
Q3 		$5.32M Sell
249,562
-48,642
-16% -$1.07M 0.81% 26
2016
Q2 		$6.48M Buy
298,204
+87,126
+41% +$1.8M 1.04% 20
2016
Q1 		$4.37M Sell
211,078
-5,968
-3% -$115K 0.37% 32
2015
Q4 		$4.3M Buy
217,046
+566
+0.3% +$11.1K 0.69% 32
2015
Q3 		$4.03M Buy
216,480
+50,476
+30% +$946K 0.64% 33
2015
Q2 		$3.02M Buy
166,004
+1,072
+0.6% +$20.7K 0.46% 50
2015
Q1 		$3.34M Buy
164,932
+4,596
+3% +$93.8K 0.54% 38
2014
Q4 		$3.12M Buy
+160,336
New +$3M 0.59% 31

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Frontier Wealth Management's SCHH Position: Q2 2019 in Review

Frontier Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 102,282 shares — an estimated $2.27M sold.

Frontier Wealth Management first reported a position in SCHH in Q4 2014 and held it in 18 quarters. The position peaked at $6.63M in Q2 2017. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

  • Frontier Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 102,282 Schwab US REIT ETF shares in Q2 2019, an estimated $2.27M.
  • Frontier Wealth Management first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 18 quarters.
  • Frontier Wealth Management's Schwab US REIT ETF position peaked at $6.63M in Q2 2017.
  • 366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.