KWMG LLC’s Schwab US REIT ETF SCHH Stock Holding History

KWMG LLC’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	-768	Closed	-$17K	–	372
2019 Q1	$17K	Buy	+768	New	+$16.3K	﹤0.01%	240

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

KWMG LLC's SCHH Position: Q2 2019 in Review

KWMG LLC sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 768 shares — an estimated $17K sold.

KWMG LLC first reported a position in SCHH in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

KWMG LLC reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 768 Schwab US REIT ETF shares in Q2 2019, an estimated $17K.
KWMG LLC first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 1 quarter.
KWMG LLC's Schwab US REIT ETF position peaked at $17K in Q1 2019.
366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.