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

Twele 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
2018 Q3	–	Sell	-9,762	Closed	-$204K	–	46
2018 Q2	$204K	Buy	+9,762	New	+$193K	0.05%	45
2018 Q1	–	Sell	-9,840	Closed	-$205K	–	44
2017 Q4	$205K	Hold	9,840	–	–	0.05%	44
2017 Q3	$202K	Hold	9,840	–	–	0.05%	44
2017 Q2	$203K	Buy	+9,840	New	+$202K	0.05%	43
2016 Q4	–	Sell	-9,406	Closed	-$201K	–	44
2016 Q3	$201K	Buy	9,406 +200	+2%	+$4.38K	0.05%	44
2016 Q2	$200K	Buy	+9,206	New	+$190K	0.06%	43

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Twele Capital Management's SCHH Position: Q3 2018 in Review

Twele Capital Management sold out of Schwab US REIT ETF (SCHH) in Q3 2018, closing a stake of 9,762 shares — an estimated $204K sold.

Twele Capital Management first reported a position in SCHH in Q2 2016 and held it in 6 quarters. The position peaked at $205K in Q4 2017. 297 funds tracked by Wall St. Rank hold SCHH as of Q3 2018.

Twele Capital Management reported no remaining Schwab US REIT ETF position as of Q3 2018 after selling out during the quarter.
Twele Capital Management sold 9,762 Schwab US REIT ETF shares in Q3 2018, an estimated $204K.
Twele Capital Management first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 6 quarters.
Twele Capital Management's Schwab US REIT ETF position peaked at $205K in Q4 2017.
297 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2018.

Based on Twele Capital Management's 13F filing for Q3 2018, filed 23 Oct 2018.