Reitz Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Reitz Capital Advisors’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
2021 Q1	–	Sell	-38,326	Closed	-$728K	–	53
2020 Q4	$728K	Sell	38,326 -20,164	-34%	-$373K	0.59%	24
2020 Q3	$1.03M	Buy	58,490 +29,414	+101%	+$529K	0.94%	16
2020 Q2	$512K	Sell	29,076 -34,114	-54%	-$592K	0.65%	17
2020 Q1	$1.03M	Buy	63,190 +4,152	+7%	+$88.6K	1.35%	14
2019 Q4	$1.36M	Buy	59,038 +1,204	+2%	+$28.1K	1.47%	14
2019 Q3	$1.36M	Sell	57,834 -2,798	-5%	-$64.2K	1.55%	13
2019 Q2	$1.35M	Sell	60,632 -2,952	-5%	-$65.9K	1.52%	14
2019 Q1	$1.41M	Sell	63,584 -40,858	-39%	-$867K	1.63%	12
2018 Q4	$2.01M	Buy	+104,442	New	+$2.13M	2.43%	11

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

Jones Financial Companies

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

Envestnet Asset Management

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

PNC Financial Services Group

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

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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