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Kalos Management’s Schwab US REIT ETF SCHH Stock Holding History

Kalos 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
Q4 		– Sell
-27,932
Closed -$645K – 220
2019
Q3 		$645K Sell
27,932
-24,302
-47% -$557K 0.26% 107
2019
Q2 		$1.14M Buy
+52,234
New +$1.17M 0.52% 52

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Kalos Management's SCHH Position: Q4 2019 in Review

Kalos Management sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 27,932 shares — an estimated $645K sold.

Kalos Management first reported a position in SCHH in Q2 2019 and held it in 2 quarters. The position peaked at $1.14M in Q2 2019. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

  • Kalos Management reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Kalos Management sold 27,932 Schwab US REIT ETF shares in Q4 2019, an estimated $645K.
  • Kalos Management first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 2 quarters.
  • Kalos Management's Schwab US REIT ETF position peaked at $1.14M in Q2 2019.
  • 428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Kalos Management's 13F filing for Q4 2019, filed 13 Feb 2020.