HPWM
SCHH icon

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

Highland Private 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 		– Sell
-161,506
Closed -$3.2M – 78
2015
Q4 		$3.2M Buy
+161,506
New +$3.16M 2.29% 15

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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

Highland Private Wealth Management's SCHH Position: Q1 2016 in Review

Highland Private Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2016, closing a stake of 161,506 shares — an estimated $3.2M sold.

Highland Private Wealth Management first reported a position in SCHH in Q4 2015 and held it in 1 quarter. The position peaked at $3.2M in Q4 2015. 155 funds tracked by Wall St. Rank hold SCHH as of Q1 2016.

  • Highland Private Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2016 after selling out during the quarter.
  • Highland Private Wealth Management sold 161,506 Schwab US REIT ETF shares in Q1 2016, an estimated $3.2M.
  • Highland Private Wealth Management first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 1 quarter.
  • Highland Private Wealth Management's Schwab US REIT ETF position peaked at $3.2M in Q4 2015.
  • 155 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2016.

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