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Gateway Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Gateway Advisory’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
Q1 		– Sell
-15,884
Closed -$306K – 69
2018
Q4 		$306K Sell
15,884
-10,446
-40% -$213K 0.13% 46
2018
Q3 		$549K Sell
26,330
-2,286
-8% -$48.3K 0.14% 50
2018
Q2 		$598K Sell
28,616
-12,050
-30% -$238K 0.17% 45
2018
Q1 		$778K Sell
40,666
-17,670
-30% -$341K 0.23% 43
2017
Q4 		$1.21M Sell
58,336
-1,906
-3% -$39.6K 0.34% 43
2017
Q3 		$1.24M Sell
60,242
-9,602
-14% -$198K 0.37% 41
2017
Q2 		$1.44M Sell
69,844
-41,298
-37% -$849K 0.45% 42
2017
Q1 		$2.34M Sell
111,142
-67,634
-38% -$1.39M 0.75% 23
2016
Q4 		$3.67M Sell
178,776
-35,376
-17% -$710K 1.26% 17
2016
Q3 		$4.42M Buy
214,152
+124,350
+138% +$2.73M 1.6% 15
2016
Q2 		$1.99M Buy
+89,802
New +$1.85M 0.77% 20
2013
Q3 		– Sell
-107,516
Closed -$1.73M – 32
2013
Q2 		$1.73M Buy
+107,516
New +$1.81M 1.03% 25

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return