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ZWJ Investment Counsel’s Schwab US REIT ETF SCHH Stock Holding History

ZWJ Investment Counsel’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
2017
Q4 		– Sell
-22,000
Closed -$452K – 301
2017
Q3 		$452K Hold
22,000
– – 0.04% 168
2017
Q2 		$453K Hold
22,000
– – 0.04% 177
2017
Q1 		$449K Buy
+22,000
New +$451K 0.04% 185

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ZWJ Investment Counsel's SCHH Position: Q4 2017 in Review

ZWJ Investment Counsel sold out of Schwab US REIT ETF (SCHH) in Q4 2017, closing a stake of 22,000 shares — an estimated $452K sold.

ZWJ Investment Counsel first reported a position in SCHH in Q1 2017 and held it in 3 quarters. The position peaked at $453K in Q2 2017. 275 funds tracked by Wall St. Rank hold SCHH as of Q4 2017.

  • ZWJ Investment Counsel reported no remaining Schwab US REIT ETF position as of Q4 2017 after selling out during the quarter.
  • ZWJ Investment Counsel sold 22,000 Schwab US REIT ETF shares in Q4 2017, an estimated $452K.
  • ZWJ Investment Counsel first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 3 quarters.
  • ZWJ Investment Counsel's Schwab US REIT ETF position peaked at $453K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2017.

Based on ZWJ Investment Counsel's 13F filing for Q4 2017, filed 1 Feb 2018.