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

Regal 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
Q4 		– Sell
-248
Closed -$4K – 764
2015
Q3 		$4K Buy
+248
New +$4.65K ﹤0.01% 845
2013
Q3 		– Sell
-1,700
Closed -$27K – 926
2013
Q2 		$27K Buy
+1,700
New +$28.6K 0.01% 394

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

Regal Investment Advisors's SCHH Position: Q4 2015 in Review

Regal Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2015, closing a stake of 248 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in SCHH in Q2 2013 and held it in 2 quarters. The position peaked at $27K in Q2 2013. 156 funds tracked by Wall St. Rank hold SCHH as of Q4 2015.

  • Regal Investment Advisors reported no remaining Schwab US REIT ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 248 Schwab US REIT ETF shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Schwab US REIT ETF position peaked at $27K in Q2 2013.
  • 156 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.