FutureAdvisor’s Schwab US REIT ETF SCHH Stock Holding History

FutureAdvisor’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
2015 Q3	$15.6M	Buy	838,014 +247,054	+42%	+$4.63M	2.53%	18
2015 Q2	$10.9M	Buy	590,960 +355,948	+151%	+$6.86M	1.91%	19
2015 Q1	$4.76M	Buy	235,012 +202,462	+622%	+$4.13M	1.13%	26
2014 Q4	$631K	Buy	+32,550	New	+$610K	0.21%	36

Other funds holding SCHH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

FutureAdvisor's SCHH Position: Q3 2015 in Review

FutureAdvisor increased its Schwab US REIT ETF (SCHH) stake by 42% in Q3 2015, buying an estimated $4.63M and bringing the position to 838,014 shares worth $15.6M. The position accounts for 2.53% of the portfolio, ranked #18.

FutureAdvisor first reported a position in SCHH in Q4 2014 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold SCHH as of Q3 2015.

FutureAdvisor held 838,014 shares of Schwab US REIT ETF worth $15.6M as of Q3 2015.
FutureAdvisor bought 247,054 Schwab US REIT ETF shares in Q3 2015, an estimated $4.63M.
Schwab US REIT ETF made up 2.53% of FutureAdvisor's portfolio in Q3 2015, its #18 holding.
FutureAdvisor first reported a position in Schwab US REIT ETF in Q4 2014 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.