Psagot Value Holdings’s Schwab US REIT ETF SCHH Stock Holding History

Psagot Value Holdings’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
2018 Q4	–	Sell	-30,000	Closed	-$626K	–	457
2018 Q3	$626K	Sell	30,000 -20,000	-40%	-$423K	0.03%	166
2018 Q2	$1.04M	Hold	50,000	–	–	0.05%	142
2018 Q1	$956K	Hold	50,000	–	–	0.04%	159
2017 Q4	$1.04M	Hold	50,000	–	–	0.05%	145
2017 Q3	$1.03M	Buy	50,000 +20,000	+67%	+$412K	0.04%	154
2017 Q2	$618K	Buy	30,000 +7,000	+30%	+$144K	0.03%	170
2017 Q1	$469K	Buy	23,000 +5,000	+28%	+$102K	0.02%	186
2016 Q4	$369K	Hold	18,000	–	–	0.02%	187
2016 Q3	$384K	Sell	18,000 -2,000	-10%	-$43.8K	0.02%	189
2016 Q2	$434K	Sell	20,000 -2,000	-9%	-$41.3K	0.02%	171
2016 Q1	$455K	Sell	22,000 -7,000	-24%	-$135K	0.02%	205
2015 Q4	$575K	Sell	29,000 -3,000	-9%	-$58.6K	0.02%	204
2015 Q3	$595K	Hold	32,000	–	–	0.02%	192
2015 Q2	$581K	Buy	32,000 +8,000	+33%	+$154K	0.02%	197
2015 Q1	$487K	Buy	24,000 +14,000	+140%	+$286K	0.02%	191
2014 Q4	$195K	Buy	+10,000	New	+$187K	0.01%	232

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Psagot Value Holdings's SCHH Position: Q4 2018 in Review

Psagot Value Holdings sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 30,000 shares — an estimated $626K sold.

Psagot Value Holdings first reported a position in SCHH in Q4 2014 and held it in 16 quarters. The position peaked at $1.04M in Q2 2018. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

Psagot Value Holdings reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
Psagot Value Holdings sold 30,000 Schwab US REIT ETF shares in Q4 2018, an estimated $626K.
Psagot Value Holdings first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 16 quarters.
Psagot Value Holdings's Schwab US REIT ETF position peaked at $1.04M in Q2 2018.
327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Psagot Value Holdings's 13F filing for Q4 2018, filed 19 Feb 2019.