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Swarthmore Group’s Schwab US REIT ETF SCHH Stock Holding History

Swarthmore 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
2016
Q3 		– Sell
-107,750
Closed -$2.34M – 60
2016
Q2 		$2.34M Hold
107,750
– – 0.4% 33
2016
Q1 		$2.23M Hold
107,750
– – 0.34% 35
2015
Q4 		$2.14M Hold
107,750
– – 0.23% 34
2015
Q3 		$2M Hold
107,750
– – 0.21% 33
2015
Q2 		$1.96M Hold
107,750
– – 0.18% 31
2015
Q1 		$2.19M Hold
107,750
– – 0.2% 33
2014
Q4 		$2.1M Hold
107,750
– – 0.19% 31
2014
Q3 		$1.83M Hold
107,750
– – 0.17% 35
2014
Q2 		$1.91M Hold
107,750
– – 0.2% 34
2014
Q1 		$1.78M Hold
107,750
– – 0.21% 28
2013
Q4 		$1.63M Hold
107,750
– – 0.19% 31
2013
Q3 		$1.67M Hold
107,750
– – 0.21% 28
2013
Q2 		$1.73M Buy
+107,750
New +$1.81M 0.22% 30

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Swarthmore Group's SCHH Position: Q3 2016 in Review

Swarthmore Group sold out of Schwab US REIT ETF (SCHH) in Q3 2016, closing a stake of 107,750 shares — an estimated $2.34M sold.

Swarthmore Group first reported a position in SCHH in Q2 2013 and held it in 13 quarters. The position peaked at $2.34M in Q2 2016. 188 funds tracked by Wall St. Rank hold SCHH as of Q3 2016.

  • Swarthmore Group reported no remaining Schwab US REIT ETF position as of Q3 2016 after selling out during the quarter.
  • Swarthmore Group sold 107,750 Schwab US REIT ETF shares in Q3 2016, an estimated $2.34M.
  • Swarthmore Group first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 13 quarters.
  • Swarthmore Group's Schwab US REIT ETF position peaked at $2.34M in Q2 2016.
  • 188 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2016.

Based on Swarthmore Group's 13F filing for Q3 2016, filed 6 Oct 2016.