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River Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-2,858
Closed -$55K – 416
2018
Q4 		$55K Buy
2,858
+562
+24% +$11.5K 0.02% 235
2018
Q3 		$48K Sell
2,296
-540
-19% -$11.4K 0.02% 280
2018
Q2 		$59K Buy
+2,836
New +$56.1K 0.02% 260

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

River Wealth Advisors's SCHH Position: Q1 2019 in Review

River Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 2,858 shares — an estimated $55K sold.

River Wealth Advisors first reported a position in SCHH in Q2 2018 and held it in 3 quarters. The position peaked at $59K in Q2 2018. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

  • River Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 2,858 Schwab US REIT ETF shares in Q1 2019, an estimated $55K.
  • River Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Schwab US REIT ETF position peaked at $59K in Q2 2018.
  • 358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.