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SCHH icon

Tiller Private Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Tiller Private Wealth’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
Q4 		– Sell
-258,584
Closed -$5.39M – 44
2018
Q3 		$5.39M Sell
258,584
-54,054
-17% -$1.14M 3.77% 13
2018
Q2 		$6.53M Sell
312,638
-14,306
-4% -$283K 4.56% 11
2018
Q1 		$6.25M Buy
326,944
+1,514
+0.5% +$29.2K 4.5% 9
2017
Q4 		$6.77M Buy
325,430
+13,530
+4% +$281K 5.14% 6
2017
Q3 		$6.41M Buy
311,900
+17,722
+6% +$365K 5% 6
2017
Q2 		$6.06M Buy
294,178
+2,618
+0.9% +$53.8K 4.77% 6
2017
Q1 		$5.95M Buy
291,560
+8,206
+3% +$168K 4.69% 8
2016
Q4 		$5.81M Buy
283,354
+84,988
+43% +$1.71M 4.55% 7
2016
Q3 		$4.23M Buy
198,366
+3,710
+2% +$81.3K 3.54% 15
2016
Q2 		$4.23M Buy
194,656
+1,682
+0.9% +$34.7K 3.54% 14
2016
Q1 		$4M Buy
192,974
+14,672
+8% +$282K 3.4% 14
2015
Q4 		$3.53M Buy
+178,302
New +$3.48M 3.37% 15

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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return