SHJ
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Sharkey, Howes & Javer’s Schwab US REIT ETF SCHH Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-2,300
Closed -$51K – 149
2019
Q2 		$51K Hold
2,300
– – 0.02% 110
2019
Q1 		$51K Sell
2,300
-8,386
-78% -$178K 0.02% 110
2018
Q4 		$206K Buy
10,686
+3,558
+50% +$72.6K 0.13% 49
2018
Q3 		$149K Buy
7,128
+1,528
+27% +$32.3K 0.08% 65
2018
Q2 		$117K Buy
5,600
+426
+8% +$8.43K 0.06% 68
2018
Q1 		$98K Sell
5,174
-2,304
-31% -$44.4K 0.06% 64
2017
Q4 		$156K Sell
7,478
-5,312
-42% -$110K 0.09% 40
2017
Q3 		$265K Sell
12,790
-301,842
-96% -$6.22M 0.14% 33
2017
Q2 		$6.48M Buy
314,632
+40,292
+15% +$828K 3.66% 7
2017
Q1 		$5.59M Sell
274,340
-147,994
-35% -$3.03M 2.96% 7
2016
Q4 		$8.67M Sell
422,334
-403,772
-49% -$8.11M 5.25% 7
2016
Q3 		$17.6M Sell
826,106
-4,464
-0.5% -$97.9K 10.67% 3
2016
Q2 		$18M Buy
830,570
+398,296
+92% +$8.22M 11.26% 3
2016
Q1 		$8.95M Buy
432,274
+427,352
+8,682% +$8.22M 6.57% 4
2015
Q4 		$98K Hold
4,922
– – 0.07% 61
2015
Q3 		$89K Hold
4,922
– – 0.07% 62
2015
Q2 		$89K Buy
4,922
+530
+12% +$10.2K 0.07% 47
2015
Q1 		$89K Buy
+4,392
New +$89.7K 0.06% 69

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sharkey, Howes & Javer's SCHH Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Schwab US REIT ETF (SCHH) in Q3 2019, closing a stake of 2,300 shares — an estimated $51K sold.

Sharkey, Howes & Javer first reported a position in SCHH in Q1 2015 and held it in 18 quarters. The position peaked at $18M in Q2 2016. 382 funds tracked by Wall St. Rank hold SCHH as of Q3 2019.

  • Sharkey, Howes & Javer reported no remaining Schwab US REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 2,300 Schwab US REIT ETF shares in Q3 2019, an estimated $51K.
  • Sharkey, Howes & Javer first reported a position in Schwab US REIT ETF in Q1 2015 and held it in 18 quarters.
  • Sharkey, Howes & Javer's Schwab US REIT ETF position peaked at $18M in Q2 2016.
  • 382 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.