WCM
SCHH icon

Weatherstone Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Weatherstone Capital 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
2019
Q1 		– Sell
-128,034
Closed -$2.67M – 136
2018
Q4 		$2.67M Buy
+128,034
New +$2.61M 0.66% 34

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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Weatherstone Capital Management's SCHH Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab US REIT ETF (SCHH) in Q1 2019, closing a stake of 128,034 shares — an estimated $2.67M sold.

Weatherstone Capital Management first reported a position in SCHH in Q4 2018 and held it in 1 quarter. The position peaked at $2.67M in Q4 2018. 358 funds tracked by Wall St. Rank hold SCHH as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 128,034 Schwab US REIT ETF shares in Q1 2019, an estimated $2.67M.
  • Weatherstone Capital Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab US REIT ETF position peaked at $2.67M in Q4 2018.
  • 358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.