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Values First Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Values First 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
2023
Q2 		– Sell
-172
Closed -$3.35K – 307
2023
Q1 		$3.35K Buy
+172
New +$3.44K ﹤0.01% 253
2022
Q4 		– Sell
-172
Closed -$3K – 162
2022
Q3 		$3K Hold
172
– – ﹤0.01% 155
2022
Q2 		$4K Hold
172
– – ﹤0.01% 156
2022
Q1 		$4K Hold
172
– – ﹤0.01% 162
2021
Q4 		$5K Hold
172
– – ﹤0.01% 170
2021
Q3 		$4K Hold
172
– – ﹤0.01% 148
2021
Q2 		$4K Buy
+172
New +$3.82K ﹤0.01% 147

Other funds holding SCHH

CSIA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return