WW
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Waterfront Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Waterfront Wealth’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
2024
Q1 		– Sell
-10,300
Closed -$213K – 253
2023
Q4 		$213K Hold
10,300
– – 0.06% 235
2023
Q3 		$174K Hold
10,300
– – 0.06% 233
2023
Q2 		$208K Sell
10,300
-1,800
-15% -$34.5K 0.06% 235
2023
Q1 		$236K Hold
12,100
– – 0.08% 219
2022
Q4 		$254K Hold
12,100
– – 0.09% 217
2022
Q3 		$230K Sell
12,100
-348
-3% -$7.53K 0.09% 220
2022
Q2 		$263K Hold
12,448
– – 0.11% 198
2022
Q1 		$314K Buy
12,448
+1,384
+13% +$33.4K 0.11% 177
2021
Q4 		$291K Sell
11,064
-26
-0.2% -$641 0.12% 175
2021
Q3 		$253K Buy
11,090
+26
+0.2% +$620 0.12% 150
2021
Q2 		$253K Hold
11,064
– – 0.12% 152
2021
Q1 		$231K Buy
+11,064
New +$216K 0.12% 151

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Creative Planning
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Charles Schwab
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US Bancorp
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Northwestern Mutual Wealth Management
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return