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KCM Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

KCM Investment 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
Q4 		– Sell
-95,468
Closed -$1.99M – 505
2018
Q3 		$1.99M Buy
+95,468
New +$2.02M 0.11% 154
2015
Q2 		– Sell
-9,930
Closed -$201K – 550
2015
Q1 		$201K Buy
+9,930
New +$203K 0.02% 510

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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM Investment Advisors's SCHH Position: Q4 2018 in Review

KCM Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 95,468 shares — an estimated $1.99M sold.

KCM Investment Advisors first reported a position in SCHH in Q1 2015 and held it in 2 quarters. The position peaked at $1.99M in Q3 2018. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

  • KCM Investment Advisors reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 95,468 Schwab US REIT ETF shares in Q4 2018, an estimated $1.99M.
  • KCM Investment Advisors first reported a position in Schwab US REIT ETF in Q1 2015 and held it in 2 quarters.
  • KCM Investment Advisors's Schwab US REIT ETF position peaked at $1.99M in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on KCM Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.