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Hartford Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Hartford Financial 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
-710
Closed -$14K – 398
2017
Q2 		$14K Buy
+710
New +$14.6K 0.01% 254
2017
Q1 		– Sell
-5,052
Closed -$104K – 361
2016
Q4 		$104K Hold
5,052
– – 0.06% 138
2016
Q3 		$107K Buy
+5,052
New +$111K 0.07% 143
2016
Q1 		– Sell
-10,122
Closed -$200K – 309
2015
Q4 		$200K Buy
+10,122
New +$198K 0.12% 108

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 $3.25B AUM 14.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Hartford Financial Management's SCHH Position: Q3 2017 in Review

Hartford Financial Management sold out of Schwab US REIT ETF (SCHH) in Q3 2017, closing a stake of 710 shares — an estimated $14K sold.

Hartford Financial Management first reported a position in SCHH in Q4 2015 and held it in 4 quarters. The position peaked at $200K in Q4 2015. 231 funds tracked by Wall St. Rank hold SCHH as of Q3 2017.

  • Hartford Financial Management reported no remaining Schwab US REIT ETF position as of Q3 2017 after selling out during the quarter.
  • Hartford Financial Management sold 710 Schwab US REIT ETF shares in Q3 2017, an estimated $14K.
  • Hartford Financial Management first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 4 quarters.
  • Hartford Financial Management's Schwab US REIT ETF position peaked at $200K in Q4 2015.
  • 231 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2017.

Based on Hartford Financial Management's 13F filing for Q3 2017, filed 16 Oct 2017.