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Obermeyer Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-632
Closed -$10K – 237
2013
Q2 		$10K Buy
+632
New +$10.6K ﹤0.01% 267

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AI
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NSAM
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CA
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CMP
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IFA
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Obermeyer Wealth Partners's SCHH Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2013, closing a stake of 632 shares — an estimated $10K sold.

Obermeyer Wealth Partners first reported a position in SCHH in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 50 funds tracked by Wall St. Rank hold SCHH as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Schwab US REIT ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 632 Schwab US REIT ETF shares in Q3 2013, an estimated $10K.
  • Obermeyer Wealth Partners first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Schwab US REIT ETF position peaked at $10K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.