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Peachtree Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-1,020
Closed -$19K – 220
2015
Q2 		$19K Sell
1,020
-500
-33% -$9.64K 0.01% 232
2015
Q1 		$31K Hold
1,520
– – 0.02% 219
2014
Q4 		$30K Buy
1,520
+140
+10% +$2.62K 0.02% 231
2014
Q3 		$24K Buy
+1,380
New +$24.6K 0.02% 255

Other funds holding SCHH

Creative Planning
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return

Peachtree Investment Advisors's SCHH Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2015, closing a stake of 1,020 shares — an estimated $19K sold.

Peachtree Investment Advisors first reported a position in SCHH in Q3 2014 and held it in 4 quarters. The position peaked at $31K in Q1 2015. 132 funds tracked by Wall St. Rank hold SCHH as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Schwab US REIT ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,020 Schwab US REIT ETF shares in Q3 2015, an estimated $19K.
  • Peachtree Investment Advisors first reported a position in Schwab US REIT ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Schwab US REIT ETF position peaked at $31K in Q1 2015.
  • 132 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.