CG
SCHH icon

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
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
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
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return