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Retirement Planning Group (Kansas)’s Schwab US REIT ETF SCHH Stock Holding History

Retirement Planning Group (Kansas)’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
-11,522
Closed -$240K – 70
2018
Q3 		$240K Sell
11,522
-6,548
-36% -$138K 0.06% 52
2018
Q2 		$377K Sell
18,070
-183,610
-91% -$3.63M 0.1% 38
2018
Q1 		$3.86M Buy
201,680
+20,102
+11% +$387K 1.05% 12
2017
Q4 		$3.78M Buy
181,578
+8,858
+5% +$184K 1.03% 13
2017
Q3 		$3.55M Buy
172,720
+7,470
+5% +$154K 1.01% 13
2017
Q2 		$3.4M Buy
165,250
+4,762
+3% +$97.9K 1.02% 14
2017
Q1 		$3.27M Buy
160,488
+8,556
+6% +$175K 0.99% 17
2016
Q4 		$3.12M Buy
151,932
+8,634
+6% +$173K 1% 17
2016
Q3 		$3.06M Buy
143,298
+20,548
+17% +$450K 0.99% 17
2016
Q2 		$2.67M Buy
122,750
+166
+0.1% +$3.43K 0.9% 18
2016
Q1 		$2.54M Buy
122,584
+2,918
+2% +$56.1K 0.9% 18
2015
Q4 		$2.37M Buy
119,666
+3,320
+3% +$64.9K 0.88% 18
2015
Q3 		$2.16M Buy
116,346
+2,416
+2% +$45.3K 0.95% 19
2015
Q2 		$2.07M Buy
113,930
+3,840
+3% +$74K 0.85% 23
2015
Q1 		$2.23M Buy
110,090
+3,350
+3% +$68.4K 0.89% 23
2014
Q4 		$2.08M Buy
106,740
+3,872
+4% +$72.5K 0.64% 28
2014
Q3 		$1.75M Buy
102,868
+1,372
+1% +$24.4K 0.55% 29
2014
Q2 		$1.79M Buy
101,496
+4,090
+4% +$70.8K 0.54% 31
2014
Q1 		$1.61M Buy
97,406
+1,542
+2% +$24.7K 0.52% 32
2013
Q4 		$1.45M Sell
95,864
-8,036
-8% -$125K 0.52% 33
2013
Q3 		$1.6M Sell
103,900
-82,452
-44% -$1.31M 0.58% 33
2013
Q2 		$2.99M Buy
+186,352
New +$3.14M 1.23% 21

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SCHH Position: Q4 2018 in Review

Retirement Planning Group (Kansas) sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 11,522 shares — an estimated $240K sold.

Retirement Planning Group (Kansas) first reported a position in SCHH in Q2 2013 and held it in 22 quarters. The position peaked at $3.86M in Q1 2018. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

  • Retirement Planning Group (Kansas) reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 11,522 Schwab US REIT ETF shares in Q4 2018, an estimated $240K.
  • Retirement Planning Group (Kansas) first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 22 quarters.
  • Retirement Planning Group (Kansas)'s Schwab US REIT ETF position peaked at $3.86M in Q1 2018.
  • 327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2018, filed 6 Feb 2019.