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Triangle Securities Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Triangle Securities Wealth Management’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
-10,120
Closed -$208K – 138
2017
Q3 		$208K Hold
10,120
– – 0.12% 135
2017
Q2 		$209K Hold
10,120
– – 0.14% 126
2017
Q1 		$206K Hold
10,120
– – 0.13% 127
2016
Q4 		$208K Buy
+10,120
New +$203K 0.14% 123

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Triangle Securities Wealth Management's SCHH Position: Q4 2017 in Review

Triangle Securities Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2017, closing a stake of 10,120 shares — an estimated $208K sold.

Triangle Securities Wealth Management first reported a position in SCHH in Q4 2016 and held it in 4 quarters. The position peaked at $209K in Q2 2017. 275 funds tracked by Wall St. Rank hold SCHH as of Q4 2017.

  • Triangle Securities Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 10,120 Schwab US REIT ETF shares in Q4 2017, an estimated $208K.
  • Triangle Securities Wealth Management first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 4 quarters.
  • Triangle Securities Wealth Management's Schwab US REIT ETF position peaked at $209K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2017.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2017, filed 10 Jan 2018.