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
2022 Q4	–	Sell	-2,900	Closed	-$6K	–	5106
2022 Q3	$6K	Buy	+2,900	New	+$62.7K	﹤0.01%	3548
2020 Q4	–	Sell	-1,600	Closed	-$1K	–	5417
2020 Q3	$1K	Sell	1,600 -11,600	-88%	-$209K	﹤0.01%	4442
2020 Q2	$70K	Sell	13,200 -6,400	-33%	-$111K	﹤0.01%	1521
2020 Q1	$139K	Buy	19,600 +3,000	+18%	+$64K	0.01%	1160
2019 Q4	$14K	Buy	16,600 +11,400	+219%	+$266K	﹤0.01%	2450
2019 Q3	$3K	Sell	5,200 -6,800	-57%	-$156K	﹤0.01%	3346
2019 Q2	$5K	Sell	12,000 -2,000	-14%	-$44.6K	﹤0.01%	3128
2019 Q1	$5K	Buy	14,000 +3,400	+32%	+$72.2K	﹤0.01%	2938
2018 Q4	$33K	Buy	+10,600	New	+$216K	﹤0.01%	1748
2016 Q2	–	Sell	-17,000	Closed	-$3K	–	7201
2016 Q1	$3K	Buy	17,000 +1,000	+6%	+$19.2K	﹤0.01%	5328
2015 Q4	$10K	Buy	+16,000	New	+$313K	﹤0.01%	4153

Other funds holding SCHH

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Cutler Group's SCHH Position: Q4 2023 in Review

Cutler Group sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 400 shares — an estimated $7K sold.

Cutler Group first reported a position in SCHH in Q4 2016 and held it in 15 quarters. The position peaked at $338K in Q4 2016. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

Cutler Group reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
Cutler Group sold 400 Schwab US REIT ETF shares in Q4 2023, an estimated $7K.
Cutler Group first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 15 quarters.
Cutler Group's Schwab US REIT ETF position peaked at $338K in Q4 2016.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.