AJ Wealth Strategies’s Schwab US REIT ETF SCHH Stock Holding History

AJ Wealth Strategies’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
2022 Q4	–	Sell	-29,004	Closed	-$542K	–	327
2022 Q3	$542K	Sell	29,004 -15	-0.1%	-$325	0.03%	174
2022 Q2	$612K	Buy	+29,019	New	+$668K	0.03%	172
2019 Q4	–	Sell	-9,236	Closed	-$218K	–	123
2019 Q3	$218K	Hold	9,236	–	–	0.03%	106
2019 Q2	$205K	Hold	9,236	–	–	0.03%	98
2019 Q1	$205K	Buy	+9,236	New	+$196K	0.03%	100
2018 Q2	–	Sell	-10,470	Closed	-$200K	–	102
2018 Q1	$200K	Hold	10,470	–	–	0.05%	84
2017 Q4	$218K	Sell	10,470 -1,070	-9%	-$22.2K	0.05%	84
2017 Q3	$237K	Sell	11,540 -286	-2%	-$5.89K	0.08%	70
2017 Q2	$244K	Buy	11,826 +6	+0.1%	+$123	0.09%	66
2017 Q1	$241K	Buy	+11,820	New	+$242K	0.1%	65

Other funds holding SCHH

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return