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Live Your Vision’s Schwab US REIT ETF SCHH Stock Holding History

Live Your Vision’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 		$107K Sell
4,936
-2,642
-35% -$56.1K 0.03% 95
2018
Q4 		$152K Sell
7,578
-230
-3% -$4.7K 0.05% 74
2018
Q3 		$163K Buy
7,808
+584
+8% +$12.3K 0.05% 73
2018
Q2 		$152K Sell
7,224
-170
-2% -$3.36K 0.05% 73
2018
Q1 		$140K Sell
7,394
-252,678
-97% -$4.87M 0.05% 74
2017
Q4 		$5.14M Buy
260,072
+12,174
+5% +$253K 1.72% 15
2017
Q3 		$5.1M Buy
247,898
+4,598
+2% +$94.7K 1.81% 16
2017
Q2 		$5.08M Buy
243,300
+11,932
+5% +$245K 1.89% 16
2017
Q1 		$4.72M Buy
231,368
+7,840
+4% +$161K 1.85% 17
2016
Q4 		$4.59M Buy
223,528
+3,946
+2% +$79.2K 1.95% 17
2016
Q3 		$4.68M Sell
219,582
-211,022
-49% -$4.63M 2% 19
2016
Q2 		$9.35M Buy
430,604
+4,870
+1% +$101K 4.27% 6
2016
Q1 		$8.81M Buy
425,734
+28,806
+7% +$554K 4.18% 7
2015
Q4 		$7.87M Buy
396,928
+353,224
+808% +$6.9M 3.78% 7
2015
Q3 		$813K Buy
43,704
+204
+0.5% +$3.83K 0.38% 38
2015
Q2 		$802K Buy
43,500
+642
+1% +$12.4K 0.37% 36
2015
Q1 		$869K Sell
42,858
-2,440
-5% -$49.8K 0.41% 35
2014
Q4 		$934K Sell
45,298
-942
-2% -$17.6K 0.47% 31
2014
Q3 		$820K Sell
46,240
-8,468
-15% -$151K 0.43% 30
2014
Q2 		$968K Sell
54,708
-1,480
-3% -$25.6K 0.51% 28
2014
Q1 		$930K Buy
56,188
+2,928
+5% +$46.9K 0.49% 28
2013
Q4 		$806K Sell
53,260
-16,084
-23% -$251K 0.44% 26
2013
Q3 		$1.07M Sell
69,344
-16,212
-19% -$257K 0.62% 20
2013
Q2 		$1.4M Buy
+85,556
New +$1.44M 0.83% 18

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Live Your Vision's SCHH Position: Q1 2019 in Review

Live Your Vision reduced its Schwab US REIT ETF (SCHH) stake by 35% in Q1 2019, selling an estimated $56.1K and leaving 4,936 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #95.

Live Your Vision first reported a position in SCHH in Q2 2013 and has held it in 24 quarters since. The position peaked at $9.35M in Q2 2016. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

  • Live Your Vision held 4,936 shares of Schwab US REIT ETF worth $107K as of Q1 2019.
  • Live Your Vision sold 2,642 Schwab US REIT ETF shares in Q1 2019, an estimated $56.1K.
  • Schwab US REIT ETF made up 0.03% of Live Your Vision's portfolio in Q1 2019, its #95 holding.
  • Live Your Vision first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 24 quarters since.
  • Live Your Vision's Schwab US REIT ETF position peaked at $9.35M in Q2 2016.
  • 358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.