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Moors & Cabot’s Schwab US REIT ETF SCHH Stock Holding History

Moors & Cabot’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
2017
Q2 		– Sell
-10,302
Closed -$207K – 546
2017
Q1 		$207K Sell
10,302
-530
-5% -$10.9K 0.03% 456
2016
Q4 		$223K Buy
+10,832
New +$217K 0.04% 453

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QI
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Moors & Cabot's SCHH Position: Q2 2017 in Review

Moors & Cabot sold out of Schwab US REIT ETF (SCHH) in Q2 2017, closing a stake of 10,302 shares — an estimated $207K sold.

Moors & Cabot first reported a position in SCHH in Q4 2016 and held it in 2 quarters. The position peaked at $223K in Q4 2016. 230 funds tracked by Wall St. Rank hold SCHH as of Q2 2017.

  • Moors & Cabot reported no remaining Schwab US REIT ETF position as of Q2 2017 after selling out during the quarter.
  • Moors & Cabot sold 10,302 Schwab US REIT ETF shares in Q2 2017, an estimated $207K.
  • Moors & Cabot first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 2 quarters.
  • Moors & Cabot's Schwab US REIT ETF position peaked at $223K in Q4 2016.
  • 230 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2017.

Based on Moors & Cabot's 13F filing for Q2 2017, filed 15 Aug 2017.