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Guidant Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Guidant Wealth Advisors’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
Q3 		$67K Hold
2,848
– – 0.02% 163
2019
Q2 		$63K Hold
2,848
– – 0.02% 166
2019
Q1 		$63K Hold
2,848
– – 0.02% 169
2018
Q4 		$54K Buy
+2,848
New +$58.1K 0.03% 125

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidant Wealth Advisors's SCHH Position: Q3 2019 in Review

Guidant Wealth Advisors held its Schwab US REIT ETF (SCHH) position steady in Q3 2019 at 2,848 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #163.

Guidant Wealth Advisors first reported a position in SCHH in Q4 2018 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold SCHH as of Q3 2019.

  • Guidant Wealth Advisors held 2,848 shares of Schwab US REIT ETF worth $67K as of Q3 2019.
  • Guidant Wealth Advisors left its Schwab US REIT ETF share count unchanged in Q3 2019.
  • Schwab US REIT ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #163 holding.
  • Guidant Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.