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Managed Account Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Managed Account 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
2015
Q2 		$19K Buy
1,032
+266
+35% +$5.13K ﹤0.01% 2809
2015
Q1 		$16K Buy
+766
New +$15.6K ﹤0.01% 2777

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Managed Account Advisors's SCHH Position: Q2 2015 in Review

Managed Account Advisors increased its Schwab US REIT ETF (SCHH) stake by 35% in Q2 2015, buying an estimated $5.13K and bringing the position to 1,032 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Managed Account Advisors first reported a position in SCHH in Q1 2015 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold SCHH as of Q2 2015.

  • Managed Account Advisors held 1,032 shares of Schwab US REIT ETF worth $19K as of Q2 2015.
  • Managed Account Advisors bought 266 Schwab US REIT ETF shares in Q2 2015, an estimated $5.13K.
  • Schwab US REIT ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2809 holding.
  • Managed Account Advisors first reported a position in Schwab US REIT ETF in Q1 2015 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.