GA
SCHH icon

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gateway Advisory's SCHH Position: Q1 2019 in Review

Gateway Advisory sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 15,884 shares — an estimated $306K sold.

Gateway Advisory first reported a position in SCHH in Q2 2013 and held it in 12 quarters. The position peaked at $4.42M in Q3 2016. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

  • Gateway Advisory reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Gateway Advisory sold 15,884 Schwab US REIT ETF shares in Q1 2019, an estimated $306K.
  • Gateway Advisory first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 12 quarters.
  • Gateway Advisory's Schwab US REIT ETF position peaked at $4.42M in Q3 2016.
  • 358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Gateway Advisory's 13F filing for Q1 2019, filed 22 Apr 2019.