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

Ropes 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
2018
Q3 		– Sell
-5,536
Closed -$116K – 584
2018
Q2 		$116K Buy
+5,536
New +$110K 0.03% 271

Other funds holding SCHH

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ropes Wealth Advisors's SCHH Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2018, closing a stake of 5,536 shares — an estimated $116K sold.

Ropes Wealth Advisors first reported a position in SCHH in Q2 2018 and held it in 1 quarter. The position peaked at $116K in Q2 2018. 297 funds tracked by Wall St. Rank hold SCHH as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5,536 Schwab US REIT ETF shares in Q3 2018, an estimated $116K.
  • Ropes Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 1 quarter.
  • Ropes Wealth Advisors's Schwab US REIT ETF position peaked at $116K in Q2 2018.
  • 297 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.