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Northwestern Mutual Investment Services’s Schwab US REIT ETF SCHH Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-22
Closed – – 78
2015
Q4 		$0 Buy
+22
New +$430 ﹤0.01% 310
2014
Q2 		– Sell
-88
Closed -$1K – 151
2014
Q1 		$1K Buy
+88
New +$1.41K ﹤0.01% 91

Other funds holding SCHH

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return

Northwestern Mutual Investment Services's SCHH Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Schwab US REIT ETF (SCHH) in Q1 2016, closing a stake of 22 shares.

Northwestern Mutual Investment Services first reported a position in SCHH in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2014. 155 funds tracked by Wall St. Rank hold SCHH as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Schwab US REIT ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 22 Schwab US REIT ETF shares in Q1 2016.
  • Northwestern Mutual Investment Services first reported a position in Schwab US REIT ETF in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's Schwab US REIT ETF position peaked at $1K in Q1 2014.
  • 155 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.