TD Ameritrade Trust’s Schwab US REIT ETF SCHH Stock Holding History

TD Ameritrade Trust’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
2017 Q4	–	Sell	-49,896	Closed	-$1.01M	–	37
2017 Q3	$1.01M	Sell	49,896 -38,880	-44%	-$801K	0.3%	33
2017 Q2	$1.8M	Buy	88,776 +44,800	+102%	+$921K	0.49%	36
2017 Q1	$897K	Buy	43,976 +912	+2%	+$18.7K	0.28%	33
2016 Q4	$884K	Buy	43,064 +540	+1%	+$10.8K	0.25%	34
2016 Q3	$907K	Buy	42,524 +742	+2%	+$16.3K	0.26%	35
2016 Q2	$907K	Sell	41,782 -48,148	-54%	-$994K	0.28%	35
2016 Q1	$1.86M	Sell	89,930 -16,908	-16%	-$325K	0.52%	35
2015 Q4	$2.12M	Sell	106,838 -2,296	-2%	-$44.9K	0.61%	34
2015 Q3	$2.03M	Buy	109,134 +26,746	+32%	+$501K	0.6%	30
2015 Q2	$1.5M	Buy	82,388 +6,444	+8%	+$124K	0.4%	36
2015 Q1	$1.54M	Buy	+75,944	New	+$1.55M	0.36%	38

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

TD Ameritrade Trust's SCHH Position: Q4 2017 in Review

TD Ameritrade Trust sold out of Schwab US REIT ETF (SCHH) in Q4 2017, closing a stake of 49,896 shares — an estimated $1.01M sold.

TD Ameritrade Trust first reported a position in SCHH in Q1 2015 and held it in 11 quarters. The position peaked at $2.12M in Q4 2015. 275 funds tracked by Wall St. Rank hold SCHH as of Q4 2017.

TD Ameritrade Trust reported no remaining Schwab US REIT ETF position as of Q4 2017 after selling out during the quarter.
TD Ameritrade Trust sold 49,896 Schwab US REIT ETF shares in Q4 2017, an estimated $1.01M.
TD Ameritrade Trust first reported a position in Schwab US REIT ETF in Q1 2015 and held it in 11 quarters.
TD Ameritrade Trust's Schwab US REIT ETF position peaked at $2.12M in Q4 2015.
275 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2017.

Based on TD Ameritrade Trust's 13F filing for Q4 2017, filed 26 Feb 2018.