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WFG Advisors’s Schwab US REIT ETF SCHH Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-1,330
Closed -$26K – 2038
2014
Q4 		$26K Hold
1,330
– – 0.01% 1134
2014
Q3 		$23K Hold
1,330
– – ﹤0.01% 1228
2014
Q2 		$24K Hold
1,330
– – ﹤0.01% 1203
2014
Q1 		$22K Hold
1,330
– – ﹤0.01% 1221
2013
Q4 		$20K Buy
+1,330
New +$20.7K ﹤0.01% 1348

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's SCHH Position: Q1 2015 in Review

WFG Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2015, closing a stake of 1,330 shares — an estimated $26K sold.

WFG Advisors first reported a position in SCHH in Q4 2013 and held it in 5 quarters. The position peaked at $26K in Q4 2014. 132 funds tracked by Wall St. Rank hold SCHH as of Q1 2015.

  • WFG Advisors reported no remaining Schwab US REIT ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1,330 Schwab US REIT ETF shares in Q1 2015, an estimated $26K.
  • WFG Advisors first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 5 quarters.
  • WFG Advisors's Schwab US REIT ETF position peaked at $26K in Q4 2014.
  • 132 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.