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Visionary Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Visionary Asset 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
Q4 		$562K Sell
29,164
-3,516
-11% -$71.8K 0.22% 22
2018
Q3 		$682K Sell
32,680
-1,766
-5% -$37.3K 0.22% 92
2018
Q2 		$720K Buy
+34,446
New +$682K 0.24% 87

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Visionary Asset Management's SCHH Position: Q4 2018 in Review

Visionary Asset Management reduced its Schwab US REIT ETF (SCHH) stake by 11% in Q4 2018, selling an estimated $71.8K and leaving 29,164 shares worth $562K. The position accounts for 0.22% of the portfolio, ranked #22.

Visionary Asset Management first reported a position in SCHH in Q2 2018 and has held it in 3 quarters since. The position peaked at $720K in Q2 2018. 327 funds tracked by Wall St. Rank hold SCHH as of Q4 2018.

  • Visionary Asset Management held 29,164 shares of Schwab US REIT ETF worth $562K as of Q4 2018.
  • Visionary Asset Management sold 3,516 Schwab US REIT ETF shares in Q4 2018, an estimated $71.8K.
  • Schwab US REIT ETF made up 0.22% of Visionary Asset Management's portfolio in Q4 2018, its #22 holding.
  • Visionary Asset Management first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 3 quarters since.
  • Visionary Asset Management's Schwab US REIT ETF position peaked at $720K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.