JOYN Advisors’s Schwab US REIT ETF SCHH Stock Holding History

JOYN Advisors’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
2018 Q3	–	Sell	-40	Closed	-$1K	–	1867
2018 Q2	$1K	Buy	+40	New	+$791	﹤0.01%	1641

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

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JOYN Advisors's SCHH Position: Q3 2018 in Review

JOYN Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2018, closing a stake of 40 shares — an estimated $1K sold.

JOYN Advisors first reported a position in SCHH in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 297 funds tracked by Wall St. Rank hold SCHH as of Q3 2018.

JOYN Advisors reported no remaining Schwab US REIT ETF position as of Q3 2018 after selling out during the quarter.
JOYN Advisors sold 40 Schwab US REIT ETF shares in Q3 2018, an estimated $1K.
JOYN Advisors first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 1 quarter.
JOYN Advisors's Schwab US REIT ETF position peaked at $1K in Q2 2018.
297 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.