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Wealthfront’s Schwab US REIT ETF SCHH Stock Holding History

Wealthfront’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 		$8.44M Buy
404,400
+12,410
+3% +$262K 0.08% 43
2018
Q2 		$8.19M Buy
391,990
+21,742
+6% +$430K 0.08% 39
2018
Q1 		$7.08M Buy
370,248
+69,800
+23% +$1.35M 0.07% 45
2017
Q4 		$6.25M Buy
300,448
+33,186
+12% +$690K 0.07% 49
2017
Q3 		$5.5M Sell
267,262
-37,824
-12% -$779K 0.07% 49
2017
Q2 		$6.29M Buy
305,086
+61,786
+25% +$1.27M 0.09% 39
2017
Q1 		$4.96M Buy
243,300
+60,720
+33% +$1.24M 0.09% 44
2016
Q4 		$3.75M Buy
182,580
+33,400
+22% +$670K 0.08% 44
2016
Q3 		$3.18M Buy
149,180
+38,276
+35% +$839K 0.08% 52
2016
Q2 		$2.41M Buy
110,904
+35,480
+47% +$732K 0.07% 57
2016
Q1 		$1.56M Buy
75,424
+34,304
+83% +$660K 0.05% 71
2015
Q4 		$815K Buy
41,120
+19,090
+87% +$373K 0.03% 98
2015
Q3 		$410K Buy
22,030
+182
+0.8% +$3.41K 0.02% 155
2015
Q2 		$397K Buy
21,848
+2,234
+11% +$43.1K 0.02% 141
2015
Q1 		$398K Buy
19,614
+530
+3% +$10.8K 0.02% 107
2014
Q4 		$372K Buy
19,084
+4,840
+34% +$90.7K 0.02% 93
2014
Q3 		$243K Buy
14,244
+14,220
+59,250% +$253K 0.02% 123
2014
Q2 		$0 Sell
24
-34
-59% -$589 ﹤0.01% 619
2014
Q1 		$1K Buy
+58
New +$929 ﹤0.01% 538

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront's SCHH Position: Q3 2018 in Review

Wealthfront increased its Schwab US REIT ETF (SCHH) stake by 3.2% in Q3 2018, buying an estimated $262K and bringing the position to 404,400 shares worth $8.44M. The position accounts for 0.08% of the portfolio, ranked #43.

Wealthfront first reported a position in SCHH in Q1 2014 and has held it in 19 quarters since. 297 funds tracked by Wall St. Rank hold SCHH as of Q3 2018.

  • Wealthfront held 404,400 shares of Schwab US REIT ETF worth $8.44M as of Q3 2018.
  • Wealthfront bought 12,410 Schwab US REIT ETF shares in Q3 2018, an estimated $262K.
  • Schwab US REIT ETF made up 0.08% of Wealthfront's portfolio in Q3 2018, its #43 holding.
  • Wealthfront first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 19 quarters since.
  • 297 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.