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Moller Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Moller Wealth Partners’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
2016
Q4 		– Sell
-19,506
Closed -$416K – 45
2016
Q3 		$416K Buy
+19,506
New +$428K 0.19% 35
2016
Q1 		– Sell
-21,746
Closed -$431K – 39
2015
Q4 		$431K Buy
+21,746
New +$425K 0.24% 31

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PNC Financial Services Group
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BlackRock
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Financial Engines Advisors
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AMI
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QI
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APFBOT
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Moller Wealth Partners's SCHH Position: Q4 2016 in Review

Moller Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2016, closing a stake of 19,506 shares — an estimated $416K sold.

Moller Wealth Partners first reported a position in SCHH in Q4 2015 and held it in 2 quarters. The position peaked at $431K in Q4 2015. 207 funds tracked by Wall St. Rank hold SCHH as of Q4 2016.

  • Moller Wealth Partners reported no remaining Schwab US REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Moller Wealth Partners sold 19,506 Schwab US REIT ETF shares in Q4 2016, an estimated $416K.
  • Moller Wealth Partners first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 2 quarters.
  • Moller Wealth Partners's Schwab US REIT ETF position peaked at $431K in Q4 2015.
  • 207 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2016.

Based on Moller Wealth Partners's 13F filing for Q4 2016, filed 26 Jan 2017.