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Transform Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Transform 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
2017
Q1 		– Sell
-11,110
Closed -$228K – 227
2016
Q4 		$228K Sell
11,110
-8,920
-45% -$179K 0.09% 193
2016
Q3 		$427K Hold
20,030
– – 0.18% 149
2016
Q2 		$435K Buy
+20,030
New +$413K 0.18% 149

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Transform Wealth's SCHH Position: Q1 2017 in Review

Transform Wealth sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 11,110 shares — an estimated $228K sold.

Transform Wealth first reported a position in SCHH in Q2 2016 and held it in 3 quarters. The position peaked at $435K in Q2 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

  • Transform Wealth reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 11,110 Schwab US REIT ETF shares in Q1 2017, an estimated $228K.
  • Transform Wealth first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's Schwab US REIT ETF position peaked at $435K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.