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

McAdam 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
2018 Q4	–	Sell	-24	Closed	–	–	501
2018 Q3	$0	Sell	24 -28	-54%	-$592	﹤0.01%	723
2018 Q2	$1K	Hold	52	–	–	﹤0.01%	580
2018 Q1	$1K	Buy	+52	New	+$1K	﹤0.01%	688

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

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

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McAdam LLC's SCHH Position: Q4 2018 in Review

McAdam LLC sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 24 shares.

McAdam LLC first reported a position in SCHH in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

McAdam LLC reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 24 Schwab US REIT ETF shares in Q4 2018.
McAdam LLC first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's Schwab US REIT ETF position peaked at $1K in Q2 2018.
327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.