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Sigma Planning Corp’s Schwab US REIT ETF SCHH Stock Holding History

Sigma Planning Corp’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
2020
Q1 		– Sell
-11,368
Closed -$261K – 1078
2019
Q4 		$261K Sell
11,368
-838
-7% -$19.5K 0.01% 858
2019
Q3 		$288K Sell
12,206
-1,016
-8% -$23.3K 0.01% 778
2019
Q2 		$294K Sell
13,222
-188
-1% -$4.2K 0.02% 741
2019
Q1 		$298K Sell
13,410
-598
-4% -$12.7K 0.02% 682
2018
Q4 		$270K Buy
14,008
+940
+7% +$19.2K 0.02% 646
2018
Q3 		$273K Sell
13,068
-378
-3% -$7.99K 0.02% 737
2018
Q2 		$281K Buy
13,446
+66
+0.5% +$1.31K 0.02% 676
2018
Q1 		$256K Sell
13,380
-2,244
-14% -$43.3K 0.02% 669
2017
Q4 		$325K Sell
15,624
-320
-2% -$6.65K 0.03% 573
2017
Q3 		$328K Sell
15,944
-282
-2% -$5.81K 0.03% 570
2017
Q2 		$334K Buy
16,226
+830
+5% +$17.1K 0.03% 533
2017
Q1 		$314K Buy
15,396
+1,978
+15% +$40.5K 0.03% 562
2016
Q4 		$275K Sell
13,418
-8,024
-37% -$161K 0.03% 550
2016
Q3 		$457K Buy
21,442
+2,844
+15% +$62.3K 0.05% 370
2016
Q2 		$404K Buy
18,598
+8,294
+80% +$171K 0.05% 383
2016
Q1 		$213K Sell
10,304
-12,846
-55% -$247K 0.03% 581
2015
Q4 		$459K Buy
23,150
+6,496
+39% +$127K 0.06% 339
2015
Q3 		$310K Buy
+16,654
New +$312K 0.05% 419

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Sigma Planning Corp's SCHH Position: Q1 2020 in Review

Sigma Planning Corp sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 11,368 shares — an estimated $261K sold.

Sigma Planning Corp first reported a position in SCHH in Q3 2015 and held it in 18 quarters. The position peaked at $459K in Q4 2015. 400 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Sigma Planning Corp reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 11,368 Schwab US REIT ETF shares in Q1 2020, an estimated $261K.
  • Sigma Planning Corp first reported a position in Schwab US REIT ETF in Q3 2015 and held it in 18 quarters.
  • Sigma Planning Corp's Schwab US REIT ETF position peaked at $459K in Q4 2015.
  • 400 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.