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Tuttle Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Tuttle Capital 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
2015
Q4 		– Sell
-22,212
Closed -$413K – 34
2015
Q3 		$413K Buy
+22,212
New +$416K 0.3% 16
2015
Q2 		– Sell
-95,408
Closed -$1.93M – 24
2015
Q1 		$1.93M Sell
95,408
-86,732
-48% -$1.77M 1.33% 19
2014
Q4 		$3.55M Buy
+182,140
New +$3.41M 2.24% 11

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Tuttle Capital Management's SCHH Position: Q4 2015 in Review

Tuttle Capital Management sold out of Schwab US REIT ETF (SCHH) in Q4 2015, closing a stake of 22,212 shares — an estimated $413K sold.

Tuttle Capital Management first reported a position in SCHH in Q4 2014 and held it in 3 quarters. The position peaked at $3.55M in Q4 2014. 156 funds tracked by Wall St. Rank hold SCHH as of Q4 2015.

  • Tuttle Capital Management reported no remaining Schwab US REIT ETF position as of Q4 2015 after selling out during the quarter.
  • Tuttle Capital Management sold 22,212 Schwab US REIT ETF shares in Q4 2015, an estimated $413K.
  • Tuttle Capital Management first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 3 quarters.
  • Tuttle Capital Management's Schwab US REIT ETF position peaked at $3.55M in Q4 2014.
  • 156 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2015.

Based on Tuttle Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.