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National Planning Corporation’s Schwab US REIT ETF SCHH Stock Holding History

National Planning Corporation’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
-382,978
Closed -$7.82M – 772
2017
Q1 		$7.82M Sell
382,978
-2,304
-0.6% -$47.2K 0.59% 36
2016
Q4 		$7.82M Sell
385,282
-3,708
-1% -$74.4K 0.61% 37
2016
Q3 		$7.68M Buy
+388,990
New +$8.53M 0.61% 31
2015
Q1 		– Sell
-1,850
Closed -$37.7K – 1795
2014
Q4 		$37.7K Buy
+1,850
New +$34.7K ﹤0.01% 1407

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

National Planning Corporation's SCHH Position: Q2 2017 in Review

National Planning Corporation sold out of Schwab US REIT ETF (SCHH) in Q2 2017, closing a stake of 382,978 shares — an estimated $7.82M sold.

National Planning Corporation first reported a position in SCHH in Q4 2014 and held it in 4 quarters. The position peaked at $7.82M in Q1 2017. 230 funds tracked by Wall St. Rank hold SCHH as of Q2 2017.

  • National Planning Corporation reported no remaining Schwab US REIT ETF position as of Q2 2017 after selling out during the quarter.
  • National Planning Corporation sold 382,978 Schwab US REIT ETF shares in Q2 2017, an estimated $7.82M.
  • National Planning Corporation first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 4 quarters.
  • National Planning Corporation's Schwab US REIT ETF position peaked at $7.82M in Q1 2017.
  • 230 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.