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

Kovack 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
2019 Q2	–	Sell	-21,052	Closed	-$468K	–	507
2019 Q1	$468K	Sell	21,052 -946	-4%	-$20.1K	0.12%	209
2018 Q4	$424K	Buy	+21,998	New	+$449K	0.12%	189
2016 Q3	–	Sell	-13,726	Closed	-$298K	–	301
2016 Q2	$298K	Buy	+13,726	New	+$283K	0.16%	157
2016 Q1	–	Sell	-13,450	Closed	-$267K	–	282
2015 Q4	$267K	Buy	+13,450	New	+$263K	0.18%	152

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

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

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

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

Kovack Advisors's SCHH Position: Q2 2019 in Review

Kovack Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 21,052 shares — an estimated $468K sold.

Kovack Advisors first reported a position in SCHH in Q4 2015 and held it in 4 quarters. The position peaked at $468K in Q1 2019. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

Kovack Advisors reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
Kovack Advisors sold 21,052 Schwab US REIT ETF shares in Q2 2019, an estimated $468K.
Kovack Advisors first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 4 quarters.
Kovack Advisors's Schwab US REIT ETF position peaked at $468K in Q1 2019.
366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Kovack Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.