GBBWRPM
SCHH icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US REIT ETF SCHH Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q3 		– Sell
-224
Closed -$4K – 415
2017
Q2 		$4K Buy
224
+2
+0.9% +$41 ﹤0.01% 328
2017
Q1 		$5K Hold
222
– – ﹤0.01% 348
2016
Q4 		$5K Sell
222
-642
-74% -$12.9K ﹤0.01% 390
2016
Q3 		$18K Buy
+864
New +$18.9K 0.01% 248

Other funds holding SCHH

Creative Planning
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SCHH Position: Q3 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab US REIT ETF (SCHH) in Q3 2017, closing a stake of 224 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCHH in Q3 2016 and held it in 4 quarters. The position peaked at $18K in Q3 2016. 231 funds tracked by Wall St. Rank hold SCHH as of Q3 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab US REIT ETF position as of Q3 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 224 Schwab US REIT ETF shares in Q3 2017, an estimated $4K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 4 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab US REIT ETF position peaked at $18K in Q3 2016.
  • 231 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2017, filed 8 Nov 2017.