Patten Group’s Schwab US REIT ETF SCHH Stock Holding History

Patten Group’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	–	Sell	-678	Closed	-$13K	–	460
2018 Q4	$13K	Sell	678 -28	-4%	-$572	0.01%	409
2018 Q3	$15K	Hold	706	–	–	0.01%	465
2018 Q2	$15K	Buy	706 +36	+5%	+$712	0.01%	429
2018 Q1	$13K	Sell	670 -42	-6%	-$810	0.01%	451
2017 Q4	$15K	Buy	712 +666	+1,448%	+$13.8K	0.01%	454
2017 Q3	$1K	Hold	46	–	–	﹤0.01%	623
2017 Q2	$1K	Sell	46 -558	-92%	-$11.5K	﹤0.01%	628
2017 Q1	$12K	Hold	604	–	–	0.01%	453
2016 Q4	$12K	Buy	604 +8	+1%	+$161	0.01%	441
2016 Q3	$12.1K	Sell	596 -42	-7%	-$921	0.01%	460
2016 Q2	$13.9K	Buy	638 +94	+17%	+$1.94K	0.01%	443
2016 Q1	$11.3K	Buy	544 +4	+0.7%	+$77	0.01%	457
2015 Q4	$10.7K	Buy	+540	New	+$10.6K	0.01%	476

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

Patten Group's SCHH Position: Q1 2019 in Review

Patten Group sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 678 shares — an estimated $13K sold.

Patten Group first reported a position in SCHH in Q4 2015 and held it in 13 quarters. The position peaked at $15K in Q3 2018. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

Patten Group reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 678 Schwab US REIT ETF shares in Q1 2019, an estimated $13K.
Patten Group first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 13 quarters.
Patten Group's Schwab US REIT ETF position peaked at $15K in Q3 2018.
358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.