VC
SCHH icon

Vicus Capital’s Schwab US REIT ETF SCHH Stock Holding History

Vicus Capital’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
-17,416
Closed -$362K – 240
2017
Q4 		$362K Sell
17,416
-12,616
-42% -$262K 0.06% 173
2017
Q3 		$618K Sell
30,032
-3,692
-11% -$76.1K 0.12% 131
2017
Q2 		$695K Buy
33,724
+27,814
+471% +$572K 0.14% 116
2017
Q1 		$784K Sell
5,910
-37,672
-86% -$772K 0.17% 107
2016
Q4 		$894K Sell
43,582
-33,726
-44% -$677K 0.2% 100
2016
Q3 		$1.65M Buy
77,308
+23,968
+45% +$525K 0.38% 70
2016
Q2 		$1.16M Buy
+53,340
New +$1.1M 0.28% 73

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Vicus Capital's SCHH Position: Q1 2018 in Review

Vicus Capital sold out of Schwab US REIT ETF (SCHH) in Q1 2018, closing a stake of 17,416 shares — an estimated $362K sold.

Vicus Capital first reported a position in SCHH in Q2 2016 and held it in 7 quarters. The position peaked at $1.65M in Q3 2016. 269 funds tracked by Wall St. Rank hold SCHH as of Q1 2018.

  • Vicus Capital reported no remaining Schwab US REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Vicus Capital sold 17,416 Schwab US REIT ETF shares in Q1 2018, an estimated $362K.
  • Vicus Capital first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 7 quarters.
  • Vicus Capital's Schwab US REIT ETF position peaked at $1.65M in Q3 2016.
  • 269 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2018.

Based on Vicus Capital's 13F filing for Q1 2018, filed 7 May 2018.