SFG
SCHH icon

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

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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. 269 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.
  • 269 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.