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Ruggie Capital Group’s Schwab US REIT ETF SCHH Stock Holding History

Ruggie Capital Group’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
-1,610
Closed -$31K – 399
2018
Q4 		$31K Buy
+1,610
New +$32.9K 0.01% 208
2015
Q1 		– Sell
-80
Closed -$2K – 328
2014
Q4 		$2K Buy
+80
New +$1.5K ﹤0.01% 208

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

Ruggie Capital Group's SCHH Position: Q1 2019 in Review

Ruggie Capital Group sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 1,610 shares — an estimated $31K sold.

Ruggie Capital Group first reported a position in SCHH in Q4 2014 and held it in 2 quarters. The position peaked at $31K in Q4 2018. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

  • Ruggie Capital Group reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 1,610 Schwab US REIT ETF shares in Q1 2019, an estimated $31K.
  • Ruggie Capital Group first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 2 quarters.
  • Ruggie Capital Group's Schwab US REIT ETF position peaked at $31K in Q4 2018.
  • 358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.