Sowell Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-23,164	Closed	-$504K	–	2311
2021 Q1	$504K	Buy	23,164 +9,668	+72%	+$189K	0.02%	638
2020 Q4	$256K	Sell	13,496 -11,416	-46%	-$211K	0.01%	755
2020 Q3	$441K	Sell	24,912 -5,996	-19%	-$108K	0.02%	500
2020 Q2	$544K	Buy	30,908 +20,014	+184%	+$348K	0.03%	431
2020 Q1	$178K	Buy	10,894 +1,140	+12%	+$24.3K	0.01%	681
2019 Q4	$224K	Sell	9,754 -2,436	-20%	-$56.8K	0.02%	670
2019 Q3	$288K	Buy	+12,190	New	+$280K	0.02%	547

Other funds holding SCHH

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Financial Engines Advisors

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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