Pittenger & Anderson Inc’s Schwab US REIT ETF SCHH Stock Holding History

Pittenger & Anderson Inc’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
2017 Q1	–	Sell	-442	Closed	-$9K	–	363
2016 Q4	$9K	Sell	442 -10,738	-96%	-$216K	﹤0.01%	338
2016 Q3	$238K	Sell	11,180 -292	-3%	-$6.4K	0.03%	211
2016 Q2	$249K	Buy	11,472 +336	+3%	+$6.93K	0.03%	215
2016 Q1	$231K	Buy	11,136 +6,876	+161%	+$132K	0.03%	232
2015 Q4	$84K	Buy	4,260 +810	+23%	+$15.8K	0.01%	276
2015 Q3	$64K	Buy	3,450 +3,060	+785%	+$57.4K	0.01%	296
2015 Q2	$7K	Buy	+390	New	+$7.52K	﹤0.01%	389
2015 Q1	–	Sell	-428	Closed	-$8K	–	422
2014 Q4	$8K	Buy	+428	New	+$8.02K	﹤0.01%	380

Other funds holding SCHH

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Pittenger & Anderson Inc's SCHH Position: Q1 2017 in Review

Pittenger & Anderson Inc sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 442 shares — an estimated $9K sold.

Pittenger & Anderson Inc first reported a position in SCHH in Q4 2014 and held it in 8 quarters. The position peaked at $249K in Q2 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

Pittenger & Anderson Inc reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
Pittenger & Anderson Inc sold 442 Schwab US REIT ETF shares in Q1 2017, an estimated $9K.
Pittenger & Anderson Inc first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 8 quarters.
Pittenger & Anderson Inc's Schwab US REIT ETF position peaked at $249K in Q2 2016.
218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2017, filed 15 May 2017.