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Mountain Capital Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Mountain Capital Investment Advisors’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
Q1 		– Sell
-193,948
Closed -$4.04M – 39
2017
Q4 		$4.04M Sell
193,948
-110,624
-36% -$2.3M 3.89% 9
2017
Q3 		$6.26M Sell
304,572
-38,156
-11% -$786K 5.56% 4
2017
Q2 		$7.06M Buy
+342,728
New +$7.04M 6.91% 4

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Mountain Capital Investment Advisors's SCHH Position: Q1 2018 in Review

Mountain Capital Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2018, closing a stake of 193,948 shares — an estimated $4.04M sold.

Mountain Capital Investment Advisors first reported a position in SCHH in Q2 2017 and held it in 3 quarters. The position peaked at $7.06M in Q2 2017. 269 funds tracked by Wall St. Rank hold SCHH as of Q1 2018.

  • Mountain Capital Investment Advisors reported no remaining Schwab US REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 193,948 Schwab US REIT ETF shares in Q1 2018, an estimated $4.04M.
  • Mountain Capital Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's Schwab US REIT ETF position peaked at $7.06M in Q2 2017.
  • 269 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2018.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.