San Francisco Sentry Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

San Francisco Sentry Investment 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	-1,744	Closed	-$34K	–	1044
2018 Q4	$34K	Hold	1,744	–	–	0.02%	411
2018 Q3	$36K	Sell	1,744 -1,310	-43%	-$27.7K	0.01%	434
2018 Q2	$64K	Hold	3,054	–	–	0.03%	366
2018 Q1	$58K	Hold	3,054	–	–	0.02%	434
2017 Q4	$64K	Hold	3,054	–	–	0.02%	412
2017 Q3	$63K	Hold	3,054	–	–	0.02%	394
2017 Q2	$63K	Buy	+3,054	New	+$62.8K	0.02%	336

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

San Francisco Sentry Investment Group's SCHH Position: Q1 2019 in Review

San Francisco Sentry Investment Group sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 1,744 shares — an estimated $34K sold.

San Francisco Sentry Investment Group first reported a position in SCHH in Q2 2017 and held it in 7 quarters. The position peaked at $64K in Q2 2018. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

San Francisco Sentry Investment Group reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
San Francisco Sentry Investment Group sold 1,744 Schwab US REIT ETF shares in Q1 2019, an estimated $34K.
San Francisco Sentry Investment Group first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 7 quarters.
San Francisco Sentry Investment Group's Schwab US REIT ETF position peaked at $64K in Q2 2018.
358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2019, filed 8 May 2019.