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SevenBridge Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

SevenBridge Financial 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
2018
Q1 		– Sell
-90
Closed -$2K – 640
2017
Q4 		$2K Buy
+90
New +$1.87K ﹤0.01% 584

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FEG
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AA
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SevenBridge Financial Group's SCHH Position: Q1 2018 in Review

SevenBridge Financial Group sold out of Schwab US REIT ETF (SCHH) in Q1 2018, closing a stake of 90 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in SCHH in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 268 funds tracked by Wall St. Rank hold SCHH as of Q1 2018.

  • SevenBridge Financial Group reported no remaining Schwab US REIT ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 90 Schwab US REIT ETF shares in Q1 2018, an estimated $2K.
  • SevenBridge Financial Group first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's Schwab US REIT ETF position peaked at $2K in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.