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Vantage Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Vantage Investment Advisors’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
-242
Closed -$5K – 802
2018
Q2 		$5K Hold
242
– – ﹤0.01% 636
2018
Q1 		$5K Buy
242
+2
+0.8% +$39 ﹤0.01% 671
2017
Q4 		$5K Hold
240
– – ﹤0.01% 687
2017
Q3 		$5K Buy
240
+2
+0.8% +$41 ﹤0.01% 664
2017
Q2 		$5K Buy
238
+2
+0.8% +$41 ﹤0.01% 650
2017
Q1 		$5K Buy
236
+16
+7% +$328 ﹤0.01% 632
2016
Q4 		$5K Buy
220
+4
+2% +$80 ﹤0.01% 627
2016
Q3 		$5K Hold
216
– – ﹤0.01% 609
2016
Q2 		$5K Buy
216
+2
+0.9% +$41 ﹤0.01% 623
2016
Q1 		$4K Hold
214
– – ﹤0.01% 657
2015
Q4 		$4K Buy
214
+102
+91% +$1.99K ﹤0.01% 644
2015
Q3 		$2K Hold
112
– – ﹤0.01% 716
2015
Q2 		$2K Sell
112
-108
-49% -$2.08K ﹤0.01% 688
2015
Q1 		$4K Buy
220
+56
+34% +$1.14K ﹤0.01% 713
2014
Q4 		$3K Hold
164
– – ﹤0.01% 670
2014
Q3 		$3K Buy
164
+2
+1% +$36 ﹤0.01% 633
2014
Q2 		$3K Buy
162
+108
+200% +$1.87K ﹤0.01% 632
2014
Q1 		$1K Hold
54
– – ﹤0.01% 644
2013
Q4 		$1K Buy
+54
New +$841 ﹤0.01% 621

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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vantage Investment Advisors's SCHH Position: Q3 2018 in Review

Vantage Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2018, closing a stake of 242 shares — an estimated $5K sold.

Vantage Investment Advisors first reported a position in SCHH in Q4 2013 and held it in 19 quarters. The position peaked at $5K in Q2 2018. 296 funds tracked by Wall St. Rank hold SCHH as of Q3 2018.

  • Vantage Investment Advisors reported no remaining Schwab US REIT ETF position as of Q3 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 242 Schwab US REIT ETF shares in Q3 2018, an estimated $5K.
  • Vantage Investment Advisors first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 19 quarters.
  • Vantage Investment Advisors's Schwab US REIT ETF position peaked at $5K in Q2 2018.
  • 296 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.