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Omnia Family Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-82,932
Closed -$1.59M – 609
2018
Q1 		$1.59M Buy
82,932
+72,932
+729% +$1.41M 0.73% 17
2017
Q4 		$208K Hold
10,000
– – 0.1% 87
2017
Q3 		$206K Buy
+10,000
New +$206K 0.1% 84
2017
Q1 		– Sell
-25,226
Closed -$518K – 765
2016
Q4 		$518K Buy
+25,226
New +$506K 0.26% 40

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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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Omnia Family Wealth's SCHH Position: Q2 2018 in Review

Omnia Family Wealth sold out of Schwab US REIT ETF (SCHH) in Q2 2018, closing a stake of 82,932 shares — an estimated $1.59M sold.

Omnia Family Wealth first reported a position in SCHH in Q4 2016 and held it in 4 quarters. The position peaked at $1.59M in Q1 2018. 293 funds tracked by Wall St. Rank hold SCHH as of Q2 2018.

  • Omnia Family Wealth reported no remaining Schwab US REIT ETF position as of Q2 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 82,932 Schwab US REIT ETF shares in Q2 2018, an estimated $1.59M.
  • Omnia Family Wealth first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Schwab US REIT ETF position peaked at $1.59M in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.