Trust Company’s Schwab US REIT ETF SCHH Stock Holding History

Trust Company’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 Q1	–	Sell	-11,154	Closed	-$232K	–	374
2017 Q4	$232K	Buy	+11,154	New	+$232K	0.1%	71

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

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

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Trust Company's SCHH Position: Q1 2018 in Review

Trust Company sold out of Schwab US REIT ETF (SCHH) in Q1 2018, closing a stake of 11,154 shares — an estimated $232K sold.

Trust Company first reported a position in SCHH in Q4 2017 and held it in 1 quarter. The position peaked at $232K in Q4 2017. 269 funds tracked by Wall St. Rank hold SCHH as of Q1 2018.

Trust Company reported no remaining Schwab US REIT ETF position as of Q1 2018 after selling out during the quarter.
Trust Company sold 11,154 Schwab US REIT ETF shares in Q1 2018, an estimated $232K.
Trust Company first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 1 quarter.
Trust Company's Schwab US REIT ETF position peaked at $232K in Q4 2017.
269 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2018.

Based on Trust Company's 13F filing for Q1 2018, filed 9 Apr 2018.