Washington Trust Bank’s Schwab US REIT ETF SCHH Stock Holding History

Washington Trust Bank’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
2019 Q2	–	Sell	-672	Closed	-$15K	–	477
2019 Q1	$15K	Buy	+672	New	+$14.3K	﹤0.01%	466
2017 Q2	–	Sell	-300	Closed	-$6K	–	688
2017 Q1	$6K	Buy	+300	New	+$6.14K	﹤0.01%	607
2015 Q4	–	Sell	-1,488	Closed	-$28K	–	783
2015 Q3	$28K	Hold	1,488	–	–	0.01%	485
2015 Q2	$27K	Hold	1,488	–	–	0.01%	519
2015 Q1	$30K	Hold	1,488	–	–	0.01%	522
2014 Q4	$29K	Hold	1,488	–	–	0.01%	561
2014 Q3	$25K	Buy	+1,488	New	+$26.5K	0.01%	564

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Washington Trust Bank's SCHH Position: Q2 2019 in Review

Washington Trust Bank sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 672 shares — an estimated $15K sold.

Washington Trust Bank first reported a position in SCHH in Q3 2014 and held it in 7 quarters. The position peaked at $30K in Q1 2015. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

Washington Trust Bank reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 672 Schwab US REIT ETF shares in Q2 2019, an estimated $15K.
Washington Trust Bank first reported a position in Schwab US REIT ETF in Q3 2014 and held it in 7 quarters.
Washington Trust Bank's Schwab US REIT ETF position peaked at $30K in Q1 2015.
366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.