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

Wallington 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
2014
Q4 		– Sell
-360
Closed -$6K – 113
2014
Q3 		$6K Hold
360
– – ﹤0.01% 102
2014
Q2 		$6K Sell
360
-400
-53% -$6.93K ﹤0.01% 102
2014
Q1 		$13K Buy
+760
New +$12.2K ﹤0.01% 99

Other funds holding SCHH

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RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wallington Asset Management's SCHH Position: Q4 2014 in Review

Wallington Asset Management sold out of Schwab US REIT ETF (SCHH) in Q4 2014, closing a stake of 360 shares — an estimated $6K sold.

Wallington Asset Management first reported a position in SCHH in Q1 2014 and held it in 3 quarters. The position peaked at $13K in Q1 2014. 126 funds tracked by Wall St. Rank hold SCHH as of Q4 2014.

  • Wallington Asset Management reported no remaining Schwab US REIT ETF position as of Q4 2014 after selling out during the quarter.
  • Wallington Asset Management sold 360 Schwab US REIT ETF shares in Q4 2014, an estimated $6K.
  • Wallington Asset Management first reported a position in Schwab US REIT ETF in Q1 2014 and held it in 3 quarters.
  • Wallington Asset Management's Schwab US REIT ETF position peaked at $13K in Q1 2014.
  • 126 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2014.

Based on Wallington Asset Management's 13F filing for Q4 2014, filed 29 Jan 2015.