PI
SCHH icon

Placemark Investments’s Schwab US REIT ETF SCHH Stock Holding History

Placemark 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
2014
Q4 		$2.52M Buy
129,252
+10,738
+9% +$201K 0.04% 498
2014
Q3 		$2.02M Sell
118,514
-35,458
-23% -$632K 0.04% 551
2014
Q2 		$2.72M Buy
153,972
+21,720
+16% +$376K 0.05% 455
2014
Q1 		$2.19M Buy
+132,252
New +$2.12M 0.04% 493

Other funds holding SCHH

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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

Placemark Investments's SCHH Position: Q4 2014 in Review

Placemark Investments increased its Schwab US REIT ETF (SCHH) stake by 9.1% in Q4 2014, buying an estimated $201K and bringing the position to 129,252 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #498.

Placemark Investments first reported a position in SCHH in Q1 2014 and has held it in 4 quarters since. The position peaked at $2.72M in Q2 2014. 126 funds tracked by Wall St. Rank hold SCHH as of Q4 2014.

  • Placemark Investments held 129,252 shares of Schwab US REIT ETF worth $2.52M as of Q4 2014.
  • Placemark Investments bought 10,738 Schwab US REIT ETF shares in Q4 2014, an estimated $201K.
  • Schwab US REIT ETF made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #498 holding.
  • Placemark Investments first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 4 quarters since.
  • Placemark Investments's Schwab US REIT ETF position peaked at $2.72M in Q2 2014.
  • 126 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.