LifeSteps Financial’s Schwab US REIT ETF SCHH Stock Holding History

LifeSteps Financial’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
2024 Q2	–	Sell	-3,593	Closed	-$72.9K	–	341
2024 Q1	$72.9K	Buy	+3,593	New	+$72K	0.06%	126
2023 Q1	–	Sell	-11,152	Closed	-$215K	–	72
2022 Q4	$215K	Sell	11,152 -10,054	-47%	-$193K	0.22%	65
2022 Q3	$396K	Sell	21,206 -1,052	-5%	-$22.8K	0.45%	47
2022 Q2	$469K	Sell	22,258 -404	-2%	-$9.3K	0.49%	41
2022 Q1	$564K	Sell	22,662 -78	-0.3%	-$1.88K	0.42%	42
2021 Q4	$599K	Sell	22,740 -136	-0.6%	-$3.35K	0.42%	38
2021 Q3	$523K	Sell	22,876 -1,146	-5%	-$27.3K	0.4%	43
2021 Q2	$550K	Sell	24,022 -864	-3%	-$19.2K	0.42%	42
2021 Q1	$511K	Sell	24,886 -444	-2%	-$8.68K	0.43%	43
2020 Q4	$481K	Sell	25,330 -2,294	-8%	-$42.4K	0.44%	40
2020 Q3	$489K	Sell	27,624 -102	-0.4%	-$1.83K	0.52%	37
2020 Q2	$488K	Sell	27,726 -952	-3%	-$16.5K	0.56%	36
2020 Q1	$469K	Buy	28,678 +210	+0.7%	+$4.48K	0.54%	41
2019 Q4	$654K	Buy	+28,468	New	+$663K	0.62%	38

Other funds holding SCHH

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return