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Gupta Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Gupta Wealth 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
2016
Q1 		$152K Buy
+7,320
New +$141K 0.04% 277

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Gupta Wealth Management's SCHH Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q1 2016: 7,320 shares worth $152K. The stake represents 0.04% of the portfolio and ranks #277 among its holdings.

155 funds tracked by Wall St. Rank hold SCHH as of Q1 2016.

  • Gupta Wealth Management held 7,320 shares of Schwab US REIT ETF worth $152K as of Q1 2016.
  • Schwab US REIT ETF was a new Gupta Wealth Management position in Q1 2016.
  • Schwab US REIT ETF made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #277 holding.
  • 155 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.