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Mid Atlantic Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Mid Atlantic Financial Management’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
Q3 		– Sell
-13,370
Closed -$297K – 754
2019
Q2 		$297K Sell
13,370
-1,546
-10% -$34.5K 0.03% 525
2019
Q1 		$331K Buy
14,916
+1,994
+15% +$42.3K 0.04% 487
2018
Q4 		$249K Buy
+12,922
New +$264K 0.03% 523

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's SCHH Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of Schwab US REIT ETF (SCHH) in Q3 2019, closing a stake of 13,370 shares — an estimated $297K sold.

Mid Atlantic Financial Management first reported a position in SCHH in Q4 2018 and held it in 3 quarters. The position peaked at $331K in Q1 2019. 382 funds tracked by Wall St. Rank hold SCHH as of Q3 2019.

  • Mid Atlantic Financial Management reported no remaining Schwab US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 13,370 Schwab US REIT ETF shares in Q3 2019, an estimated $297K.
  • Mid Atlantic Financial Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 3 quarters.
  • Mid Atlantic Financial Management's Schwab US REIT ETF position peaked at $331K in Q1 2019.
  • 382 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.