DDD Partners’s Schwab US REIT ETF SCHH Stock Holding History

DDD Partners’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 Q4	–	Sell	-36,399	Closed	-$647K	–	89
2023 Q3	$647K	Buy	36,399 +1,184	+3%	+$22.8K	0.09%	59
2023 Q2	$688K	Buy	35,215 +413	+1%	+$7.92K	0.1%	56
2023 Q1	$679K	Buy	34,802 +6,288	+22%	+$126K	0.11%	53
2022 Q4	$550K	Buy	28,514 +71	+0.2%	+$1.37K	0.09%	51
2022 Q3	$532K	Buy	28,443 +1,831	+7%	+$39.6K	0.1%	54
2022 Q2	$561K	Buy	26,612 +1,441	+6%	+$33.2K	0.1%	48
2022 Q1	$627K	Buy	25,171 +1,515	+6%	+$36.6K	0.09%	50
2021 Q4	$623K	Buy	23,656 +806	+4%	+$19.9K	0.09%	54
2021 Q3	$522K	Buy	22,850 +220	+1%	+$5.25K	0.08%	53
2021 Q2	$518K	Buy	22,630 +2,206	+11%	+$49K	0.08%	50
2021 Q1	$420K	Buy	20,424 +1,020	+5%	+$19.9K	0.07%	52
2020 Q4	$368K	Buy	19,404 +5,158	+36%	+$95.4K	0.07%	45
2020 Q3	$252K	Buy	14,246 +574	+4%	+$10.3K	0.07%	44
2020 Q2	$241K	Buy	+13,672	New	+$237K	0.07%	39

Other funds holding SCHH

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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