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

StrategIQ 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
Q3 		– Sell
-11,248
Closed -$235K – 186
2018
Q2 		$235K Sell
11,248
-2,664
-19% -$52.7K 0.08% 160
2018
Q1 		$266K Sell
13,912
-300
-2% -$5.78K 0.11% 143
2017
Q4 		$296K Buy
14,212
+316
+2% +$6.57K 0.12% 129
2017
Q3 		$286K Buy
13,896
+124
+0.9% +$2.56K 0.12% 117
2017
Q2 		$284K Buy
13,772
+524
+4% +$10.8K 0.12% 117
2017
Q1 		$270K Buy
13,248
+650
+5% +$13.3K 0.12% 113
2016
Q4 		$259K Sell
12,598
-424
-3% -$8.51K 0.13% 109
2016
Q3 		$278K Buy
13,022
+3,236
+33% +$70.9K 0.15% 96
2016
Q2 		$213K Sell
9,786
-220
-2% -$4.54K 0.12% 96
2016
Q1 		$207K Sell
10,006
-2,714
-21% -$52.2K 0.19% 55
2015
Q4 		$252K Buy
+12,720
New +$249K 0.26% 49

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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

StrategIQ Financial Group's SCHH Position: Q3 2018 in Review

StrategIQ Financial Group sold out of Schwab US REIT ETF (SCHH) in Q3 2018, closing a stake of 11,248 shares — an estimated $235K sold.

StrategIQ Financial Group first reported a position in SCHH in Q4 2015 and held it in 11 quarters. The position peaked at $296K in Q4 2017. 296 funds tracked by Wall St. Rank hold SCHH as of Q3 2018.

  • StrategIQ Financial Group reported no remaining Schwab US REIT ETF position as of Q3 2018 after selling out during the quarter.
  • StrategIQ Financial Group sold 11,248 Schwab US REIT ETF shares in Q3 2018, an estimated $235K.
  • StrategIQ Financial Group first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 11 quarters.
  • StrategIQ Financial Group's Schwab US REIT ETF position peaked at $296K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2018.

Based on StrategIQ Financial Group's 13F filing for Q3 2018, filed 31 Oct 2018.