Column Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Column Capital 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
2023 Q3	$33.9K	Hold	1,908	–	–	0.01%	372
2023 Q2	$37.3K	Buy	1,908 +20	+1%	+$383	0.01%	358
2023 Q1	$36.8K	Hold	1,888	–	–	0.01%	360
2022 Q4	$36.4K	Buy	1,888 +50	+3%	+$962	0.01%	344
2022 Q3	$34K	Sell	1,838 -30,902	-94%	-$669K	0.01%	325
2022 Q2	$690K	Buy	32,740 +452	+1%	+$10.4K	0.13%	53
2022 Q1	$804K	Buy	32,288 +30,860	+2,161%	+$745K	0.15%	55
2021 Q4	$38K	Buy	1,428 +40	+3%	+$986	0.01%	338
2021 Q3	$32K	Buy	1,388 +4	+0.3%	+$95	0.01%	332
2021 Q2	$32K	Buy	1,384 +120	+9%	+$2.67K	0.01%	330
2021 Q1	$26K	Buy	1,264 +60	+5%	+$1.17K	0.01%	350
2020 Q4	$23K	Buy	1,204 +16	+1%	+$296	0.01%	367
2020 Q3	$21K	Buy	1,188 +24	+2%	+$432	0.01%	357
2020 Q2	$20K	Hold	1,164	–	–	0.01%	380
2020 Q1	$19K	Sell	1,164 -3,874	-77%	-$82.7K	0.01%	319
2019 Q4	$115K	Buy	+5,038	New	+$117K	0.06%	131

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 Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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