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Marino Stram & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Marino Stram & Associates’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
-1,134
Closed -$25K – 469
2019
Q1 		$25K Hold
1,134
– – 0.02% 222
2018
Q4 		$22K Hold
1,134
– – 0.02% 204
2018
Q3 		$24K Hold
1,134
– – 0.02% 228
2018
Q2 		$24K Hold
1,134
– – 0.02% 225
2018
Q1 		$22K Hold
1,134
– – 0.02% 243
2017
Q4 		$24K Buy
+1,134
New +$23.6K 0.02% 237

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marino Stram & Associates's SCHH Position: Q2 2019 in Review

Marino Stram & Associates sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 1,134 shares — an estimated $25K sold.

Marino Stram & Associates first reported a position in SCHH in Q4 2017 and held it in 6 quarters. The position peaked at $25K in Q1 2019. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

  • Marino Stram & Associates reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 1,134 Schwab US REIT ETF shares in Q2 2019, an estimated $25K.
  • Marino Stram & Associates first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Schwab US REIT ETF position peaked at $25K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.