Old Second National Bank of Aurora’s Schwab US REIT ETF SCHH Stock Holding History

Old Second National Bank of Aurora’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 Q1	–	Sell	-1,410	Closed	-$27K	–	368
2021 Q4	$27K	Buy	+1,410	New	+$34.7K	0.01%	226
2021 Q1	–	Sell	-1,410	Closed	-$27K	–	320
2020 Q4	$27K	Hold	1,410	–	–	0.01%	225
2020 Q3	$25K	Hold	1,410	–	–	0.01%	225
2020 Q2	$25K	Hold	1,410	–	–	0.01%	230
2020 Q1	$23K	Hold	1,410	–	–	0.01%	234
2019 Q4	$32K	Buy	+1,410	New	+$32.9K	0.01%	237

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 $49.2B AUM 14.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Old Second National Bank of Aurora's SCHH Position: Q1 2022 in Review

Old Second National Bank of Aurora sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 1,410 shares — an estimated $27K sold.

Old Second National Bank of Aurora first reported a position in SCHH in Q4 2019 and held it in 6 quarters. The position peaked at $32K in Q4 2019. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

Old Second National Bank of Aurora reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
Old Second National Bank of Aurora sold 1,410 Schwab US REIT ETF shares in Q1 2022, an estimated $27K.
Old Second National Bank of Aurora first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 6 quarters.
Old Second National Bank of Aurora's Schwab US REIT ETF position peaked at $32K in Q4 2019.
465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Old Second National Bank of Aurora's 13F filing for Q1 2022, filed 10 May 2022.