Cutler Group’s Schwab US REIT ETF SCHH Stock Holding History

Cutler Group’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
2021 Q4	–	Sell	-4,600	Closed	-$6K	–	5975
2021 Q3	$6K	Hold	4,600	–	–	﹤0.01%	4356
2021 Q2	$7K	Sell	4,600 -3,400	-43%	-$75.6K	﹤0.01%	4216
2021 Q1	$12K	Buy	8,000 +3,600	+82%	+$70.4K	﹤0.01%	3667
2020 Q4	$4K	Buy	+4,400	New	+$81.4K	﹤0.01%	3823
2020 Q3	–	Sell	-10,200	Closed	-$1K	–	5196
2020 Q2	$1K	Sell	10,200 -200	-2%	-$3.47K	﹤0.01%	4140
2020 Q1	$1K	Buy	10,400 +3,000	+41%	+$64K	﹤0.01%	3786
2019 Q4	$3K	Buy	7,400 +4,400	+147%	+$103K	﹤0.01%	3321
2019 Q3	$3K	Sell	3,000 -200	-6%	-$4.59K	﹤0.01%	3345
2019 Q2	$2K	Sell	3,200 -7,600	-70%	-$170K	﹤0.01%	3644
2019 Q1	$13K	Sell	10,800 -200	-2%	-$4.25K	﹤0.01%	2335
2018 Q4	$3K	Buy	+11,000	New	+$225K	﹤0.01%	3219
2018 Q1	–	Sell	-5,400	Closed	-$1K	–	5116
2017 Q4	$1K	Buy	+5,400	New	+$112K	﹤0.01%	4552
2017 Q3	–	Sell	-8,000	Closed	-$2K	–	6603
2017 Q2	$2K	Sell	8,000 -4,000	-33%	-$82.2K	﹤0.01%	5601
2017 Q1	$8K	Buy	+12,000	New	+$246K	﹤0.01%	4296
2016 Q4	–	Sell	-13,800	Closed	-$13K	–	7213
2016 Q3	$13K	Sell	13,800 -1,000	-7%	-$21.9K	﹤0.01%	3911
2016 Q2	$24K	Hold	14,800	–	–	﹤0.01%	3160
2016 Q1	$17K	Buy	+14,800	New	+$285K	﹤0.01%	3476

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

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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