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Wealthspire Advisors (Maryland)’s Schwab US REIT ETF SCHH Stock Holding History

Wealthspire Advisors (Maryland)’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
-4,978
Closed -$111K – 1717
2019
Q1 		$111K Sell
4,978
-386
-7% -$8.19K 0.01% 604
2018
Q4 		$103K Sell
5,364
-144
-3% -$2.94K 0.01% 594
2018
Q3 		$115K Sell
5,508
-452
-8% -$9.55K 0.01% 630
2018
Q2 		$125K Sell
5,960
-560
-9% -$11.1K 0.01% 614
2018
Q1 		$125K Sell
6,520
-6
-0.1% -$116 0.01% 626
2017
Q4 		$136K Sell
6,526
-378
-5% -$7.86K 0.01% 605
2017
Q3 		$142K Buy
6,904
+40
+0.6% +$824 0.02% 586
2017
Q2 		$141K Buy
6,864
+248
+4% +$5.1K 0.02% 564
2017
Q1 		$135K Sell
6,616
-666
-9% -$13.6K 0.02% 495
2016
Q4 		$149K Sell
7,282
-192
-3% -$3.85K 0.02% 460
2016
Q3 		$159K Buy
7,474
+24
+0.3% +$526 0.02% 448
2016
Q2 		$162K Sell
7,450
-486
-6% -$10K 0.03% 421
2016
Q1 		$164K Sell
7,936
-820
-9% -$15.8K 0.03% 407
2015
Q4 		$174K Buy
+8,756
New +$171K 0.03% 395

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SCHH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Schwab US REIT ETF (SCHH) in Q2 2019, closing a stake of 4,978 shares — an estimated $111K sold.

Wealthspire Advisors (Maryland) first reported a position in SCHH in Q4 2015 and held it in 14 quarters. The position peaked at $174K in Q4 2015. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Schwab US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,978 Schwab US REIT ETF shares in Q2 2019, an estimated $111K.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab US REIT ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Schwab US REIT ETF position peaked at $174K in Q4 2015.
  • 366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.