Wolverine Trading’s Schwab US REIT ETF SCHH Stock Holding History

Wolverine Trading’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
2022 Q3	–	Sell	-10,877	Closed	-$230K	–	5240
2022 Q2	$230K	Buy	+10,877	New	+$250K	﹤0.01%	3385
2022 Q1	–	Sell	-72,666	Closed	-$1.91M	–	6322
2021 Q4	$1.91M	Buy	+72,666	New	+$1.79M	﹤0.01%	1942
2021 Q3	–	Sell	-44,224	Closed	-$1.02M	–	6864
2021 Q2	$1.02M	Buy	+44,224	New	+$983K	﹤0.01%	2765
2020 Q1	–	Sell	-13,556	Closed	-$309K	–	5191
2019 Q4	$309K	Buy	+13,556	New	+$316K	﹤0.01%	3562
2019 Q1	–	Sell	-19,800	Closed	-$420K	–	5218
2018 Q4	$380K	Buy	+19,800	New	+$404K	﹤0.01%	2911
2017 Q3	–	Sell	-14,872	Closed	-$307K	–	4934
2017 Q2	$307K	Sell	14,872 -2,548	-15%	-$52.4K	﹤0.01%	3009
2017 Q1	$353K	Buy	+17,420	New	+$357K	﹤0.01%	2826

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

MTC

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

Wolverine Trading's SCHH Position: Q3 2022 in Review

Wolverine Trading sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 10,877 shares — an estimated $230K sold.

Wolverine Trading first reported a position in SCHH in Q1 2017 and held it in 7 quarters. The position peaked at $1.91M in Q4 2021. 455 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

Wolverine Trading reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
Wolverine Trading sold 10,877 Schwab US REIT ETF shares in Q3 2022, an estimated $230K.
Wolverine Trading first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 7 quarters.
Wolverine Trading's Schwab US REIT ETF position peaked at $1.91M in Q4 2021.
455 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Wolverine Trading's 13F filing for Q3 2022, filed 14 Nov 2022.