HCMT
SCHH icon

Highland Capital Management (Tennessee)’s Schwab US REIT ETF SCHH Stock Holding History

Highland Capital Management (Tennessee)’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
2015
Q4 		– Sell
-2,100
Closed -$39K – 503
2015
Q3 		$39K Hold
2,100
– – ﹤0.01% 400
2015
Q2 		$38K Buy
+2,100
New +$40.5K ﹤0.01% 411

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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Highland Capital Management (Tennessee)'s SCHH Position: Q4 2015 in Review

Highland Capital Management (Tennessee) sold out of Schwab US REIT ETF (SCHH) in Q4 2015, closing a stake of 2,100 shares — an estimated $39K sold.

Highland Capital Management (Tennessee) first reported a position in SCHH in Q2 2015 and held it in 2 quarters. The position peaked at $39K in Q3 2015. 156 funds tracked by Wall St. Rank hold SCHH as of Q4 2015.

  • Highland Capital Management (Tennessee) reported no remaining Schwab US REIT ETF position as of Q4 2015 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 2,100 Schwab US REIT ETF shares in Q4 2015, an estimated $39K.
  • Highland Capital Management (Tennessee) first reported a position in Schwab US REIT ETF in Q2 2015 and held it in 2 quarters.
  • Highland Capital Management (Tennessee)'s Schwab US REIT ETF position peaked at $39K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2015.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2015, filed 27 Jan 2016.