Segall Bryant & Hamill’s Schwab US REIT ETF SCHH Stock Holding History

Segall Bryant & Hamill’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	-25,998	Closed	-$461K	–	457
2023 Q3	$461K	Sell	25,998 -1,388	-5%	-$26.7K	0.01%	488
2023 Q2	$535K	Buy	27,386 +714	+3%	+$13.7K	0.01%	561
2023 Q1	$520K	Sell	26,672 -3,000	-10%	-$60.1K	0.01%	568
2022 Q4	$572K	Hold	29,672	–	–	0.01%	548
2022 Q3	$554K	Sell	29,672 -3,358	-10%	-$72.7K	0.01%	562
2022 Q2	$695K	Buy	33,030 +994	+3%	+$22.9K	0.01%	535
2022 Q1	$796K	Buy	+32,036	New	+$773K	0.01%	540
2021 Q4	–	Sell	-33,916	Closed	-$773K	–	719
2021 Q3	$773K	Buy	33,916 +3,504	+12%	+$83.5K	0.01%	565
2021 Q2	$696K	Sell	30,412 -146	-0.5%	-$3.25K	0.01%	561
2021 Q1	$627K	Sell	30,558 -3,316	-10%	-$64.9K	0.01%	614
2020 Q4	$642K	Hold	33,874	–	–	0.01%	532
2020 Q3	$598K	Hold	33,874	–	–	0.01%	515
2020 Q2	$596K	Sell	33,874 -1,262	-4%	-$21.9K	0.01%	551
2020 Q1	$573K	Sell	35,136 -2,200	-6%	-$46.9K	0.01%	564
2019 Q4	$857K	Hold	37,336	–	–	0.01%	550
2019 Q3	$879K	Sell	37,336 -186	-0.5%	-$4.27K	0.01%	541
2019 Q2	$833K	Buy	37,522 +1,262	+3%	+$28.2K	0.01%	562
2019 Q1	$805K	Sell	36,260 -290	-0.8%	-$6.16K	0.01%	580
2018 Q4	$704K	Sell	36,550 -1,000	-3%	-$20.4K	0.01%	584
2018 Q3	$783K	Hold	37,550	–	–	0.01%	597
2018 Q2	$784K	Buy	+37,550	New	+$743K	0.01%	585

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

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