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Kabarec Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Kabarec Financial 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
Q2 		$8K Hold
368
– – 0.01% 75
2018
Q1 		$7K Buy
+368
New +$7.09K ﹤0.01% 83

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Kabarec Financial Advisors's SCHH Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2018 at 368 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #75.

Kabarec Financial Advisors first reported a position in SCHH in Q1 2018 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold SCHH as of Q2 2018.

  • Kabarec Financial Advisors held 368 shares of Schwab US REIT ETF worth $8K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab US REIT ETF share count unchanged in Q2 2018.
  • Schwab US REIT ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #75 holding.
  • Kabarec Financial Advisors first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.