Taylor Cottrill’s Schwab US REIT ETF SCHH Stock Holding History

Taylor Cottrill’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
2015 Q4	$2.14M	Buy	108,118 +1,372	+1%	+$26.8K	1.1%	36
2015 Q3	$1.99M	Sell	106,746 -294	-0.3%	-$5.51K	1.08%	38
2015 Q2	$1.94M	Buy	107,040 +710	+0.7%	+$13.7K	0.94%	42
2015 Q1	$2.16M	Buy	106,330 +350	+0.3%	+$7.14K	1.02%	38
2014 Q4	$2.06M	Hold	105,980	–	–	0.97%	40
2014 Q3	$1.8M	Buy	105,980 +450	+0.4%	+$8.02K	0.88%	43
2014 Q2	$1.87M	Buy	105,530 +780	+0.7%	+$13.5K	0.9%	43
2014 Q1	$1.73M	Buy	+104,750	New	+$1.68M	0.9%	42

Other funds holding SCHH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Taylor Cottrill's SCHH Position: Q4 2015 in Review

Taylor Cottrill increased its Schwab US REIT ETF (SCHH) stake by 1.3% in Q4 2015, buying an estimated $26.8K and bringing the position to 108,118 shares worth $2.14M. The position accounts for 1.1% of the portfolio, ranked #36.

Taylor Cottrill first reported a position in SCHH in Q1 2014 and has held it in 8 quarters since. The position peaked at $2.16M in Q1 2015. 156 funds tracked by Wall St. Rank hold SCHH as of Q4 2015.

Taylor Cottrill held 108,118 shares of Schwab US REIT ETF worth $2.14M as of Q4 2015.
Taylor Cottrill bought 1,372 Schwab US REIT ETF shares in Q4 2015, an estimated $26.8K.
Schwab US REIT ETF made up 1.1% of Taylor Cottrill's portfolio in Q4 2015, its #36 holding.
Taylor Cottrill first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 8 quarters since.
Taylor Cottrill's Schwab US REIT ETF position peaked at $2.16M in Q1 2015.
156 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.