Ledyard National Bank’s Schwab US REIT ETF SCHH Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-400	Closed	-$8K	–	559
2018 Q4	$8K	Hold	400	–	–	﹤0.01%	636
2018 Q3	$8K	Buy	+400	New	+$8.45K	﹤0.01%	619
2018 Q1	–	Sell	-500	Closed	-$10K	–	788
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	658
2017 Q3	$10K	Hold	500	–	–	﹤0.01%	658
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	609
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	617
2016 Q4	$10K	Buy	+500	New	+$10K	﹤0.01%	495

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

FEG

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

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

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

Ledyard National Bank's SCHH Position: Q1 2019 in Review

Ledyard National Bank sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 400 shares — an estimated $8K sold.

Ledyard National Bank first reported a position in SCHH in Q4 2016 and held it in 7 quarters. The position peaked at $10K in Q4 2017. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

Ledyard National Bank reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 400 Schwab US REIT ETF shares in Q1 2019, an estimated $8K.
Ledyard National Bank first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 7 quarters.
Ledyard National Bank's Schwab US REIT ETF position peaked at $10K in Q4 2017.
358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.