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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 $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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiller Private Wealth's SCHH Position: Q4 2018 in Review

Tiller Private Wealth sold out of Schwab US REIT ETF (SCHH) in Q4 2018, closing a stake of 258,584 shares — an estimated $5.39M sold.

Tiller Private Wealth first reported a position in SCHH in Q4 2015 and held it in 12 quarters. The position peaked at $6.77M in Q4 2017. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

  • Tiller Private Wealth reported no remaining Schwab US REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Tiller Private Wealth sold 258,584 Schwab US REIT ETF shares in Q4 2018, an estimated $5.39M.
  • Tiller Private Wealth first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 12 quarters.
  • Tiller Private Wealth's Schwab US REIT ETF position peaked at $6.77M in Q4 2017.
  • 327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Tiller Private Wealth's 13F filing for Q4 2018, filed 12 Feb 2019.