Journey Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Journey Advisory 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	-36,154	Closed	-$676K	–	240
2022 Q3	$676K	Buy	36,154 +557	+2%	+$12.1K	0.17%	115
2022 Q2	$807K	Buy	35,597 +687	+2%	+$15.8K	0.19%	115
2022 Q1	$869K	Sell	34,910 -114	-0.3%	-$2.75K	0.22%	99
2021 Q4	$923K	Sell	35,024 -1,214	-3%	-$29.9K	0.26%	88
2021 Q3	$828K	Buy	36,238 +2,984	+9%	+$71.1K	0.27%	85
2021 Q2	$761K	Buy	33,254 +938	+3%	+$20.9K	0.24%	93
2021 Q1	$664K	Sell	32,316 -210	-0.6%	-$4.11K	0.23%	93
2020 Q4	$618K	Buy	+32,526	New	+$602K	0.23%	92

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 Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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