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Pinnacle Summer Investments’s Schwab US REIT ETF SCHH Stock Holding History

Pinnacle Summer Investments’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
Q4 		$3K Buy
+174
New +$3.4K ﹤0.01% 672

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
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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Pinnacle Summer Investments's SCHH Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in Schwab US REIT ETF (SCHH) in Q4 2015: 174 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings.

156 funds tracked by Wall St. Rank hold SCHH as of Q4 2015.

  • Pinnacle Summer Investments held 174 shares of Schwab US REIT ETF worth $3K as of Q4 2015.
  • Schwab US REIT ETF was a new Pinnacle Summer Investments position in Q4 2015.
  • Schwab US REIT ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #672 holding.
  • 156 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.