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

Janiczek 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
2019 Q1	–	Sell	-36	Closed	-$1K	–	180
2018 Q4	$1K	Buy	+36	New	+$735	﹤0.01%	158

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janiczek Wealth Management's SCHH Position: Q1 2019 in Review

Janiczek Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 36 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in SCHH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

Janiczek Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
Janiczek Wealth Management sold 36 Schwab US REIT ETF shares in Q1 2019, an estimated $1K.
Janiczek Wealth Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 1 quarter.
Janiczek Wealth Management's Schwab US REIT ETF position peaked at $1K in Q4 2018.
358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Janiczek Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.