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Spot Trading’s Schwab US REIT ETF SCHH Stock Holding History

Spot Trading’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
2013
Q3 		– Sell
-13,410
Closed -$215K – 4393
2013
Q2 		$215K Buy
+13,410
New +$226K ﹤0.01% 3003

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Spot Trading's SCHH Position: Q3 2013 in Review

Spot Trading sold out of Schwab US REIT ETF (SCHH) in Q3 2013, closing a stake of 13,410 shares — an estimated $215K sold.

Spot Trading first reported a position in SCHH in Q2 2013 and held it in 1 quarter. The position peaked at $215K in Q2 2013. 50 funds tracked by Wall St. Rank hold SCHH as of Q3 2013.

  • Spot Trading reported no remaining Schwab US REIT ETF position as of Q3 2013 after selling out during the quarter.
  • Spot Trading sold 13,410 Schwab US REIT ETF shares in Q3 2013, an estimated $215K.
  • Spot Trading first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 1 quarter.
  • Spot Trading's Schwab US REIT ETF position peaked at $215K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2013.

Based on Spot Trading's 13F filing for Q3 2013, filed 8 Nov 2013.