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Nalls Sherbakoff Group’s Schwab US REIT ETF SCHH Stock Holding History

Nalls Sherbakoff Group’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 		$16K Buy
+840
New +$17.1K 0.03% 234

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
PNC Financial Services Group
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nalls Sherbakoff Group's SCHH Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in Schwab US REIT ETF (SCHH) in Q4 2018: 840 shares worth $16K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings.

327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

  • Nalls Sherbakoff Group held 840 shares of Schwab US REIT ETF worth $16K as of Q4 2018.
  • Schwab US REIT ETF was a new Nalls Sherbakoff Group position in Q4 2018.
  • Schwab US REIT ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #234 holding.
  • 327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.