WA
SCHH icon

WealthTrust-Arizona’s Schwab US REIT ETF SCHH Stock Holding History

WealthTrust-Arizona’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
-42
Closed -$1K – 662
2014
Q3 		$1K Hold
42
– – ﹤0.01% 617
2014
Q2 		$1K Buy
+42
New +$727 ﹤0.01% 609

Other funds holding SCHH

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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

WealthTrust-Arizona's SCHH Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Schwab US REIT ETF (SCHH) in Q4 2014, closing a stake of 42 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in SCHH in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 126 funds tracked by Wall St. Rank hold SCHH as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Schwab US REIT ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 42 Schwab US REIT ETF shares in Q4 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's Schwab US REIT ETF position peaked at $1K in Q3 2014.
  • 126 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.