Janney Montgomery Scott’s Schwab US REIT ETF SCHH Stock Holding History

Janney Montgomery Scott’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
2020 Q1	–	Sell	-112,148	Closed	-$2.58M	–	2065
2019 Q4	$2.58M	Buy	112,148 +1,092	+1%	+$25.4K	0.02%	688
2019 Q3	$2.62M	Sell	111,056 -46,576	-30%	-$1.07M	0.02%	653
2019 Q2	$3.5M	Sell	157,632 -20,378	-11%	-$455K	0.03%	526
2019 Q1	$3.95M	Buy	178,010 +29,848	+20%	+$634K	0.03%	472
2018 Q4	$2.85M	Buy	148,162 +103,350	+231%	+$2.11M	0.03%	518
2018 Q3	$935K	Buy	+44,812	New	+$947K	0.01%	1082

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Janney Montgomery Scott's SCHH Position: Q1 2020 in Review

Janney Montgomery Scott sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 112,148 shares — an estimated $2.58M sold.

Janney Montgomery Scott first reported a position in SCHH in Q3 2018 and held it in 6 quarters. The position peaked at $3.95M in Q1 2019. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

Janney Montgomery Scott reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
Janney Montgomery Scott sold 112,148 Schwab US REIT ETF shares in Q1 2020, an estimated $2.58M.
Janney Montgomery Scott first reported a position in Schwab US REIT ETF in Q3 2018 and held it in 6 quarters.
Janney Montgomery Scott's Schwab US REIT ETF position peaked at $3.95M in Q1 2019.
400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Janney Montgomery Scott's 13F filing for Q1 2020, filed 30 Apr 2020.