NEXT Financial Holdings’s Schwab US REIT ETF SCHH Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$502K	Buy	+22,594	New	+$480K	0.13%	115

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEXT Financial Holdings's SCHH Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Schwab US REIT ETF (SCHH) in Q1 2019: 22,594 shares worth $502K. The stake represents 0.13% of the portfolio and ranks #115 among its holdings.

358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

NEXT Financial Holdings held 22,594 shares of Schwab US REIT ETF worth $502K as of Q1 2019.
Schwab US REIT ETF was a new NEXT Financial Holdings position in Q1 2019.
Schwab US REIT ETF made up 0.13% of NEXT Financial Holdings's portfolio in Q1 2019, its #115 holding.
358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.