Wolverine Trading

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
2020 Q4	–	Sell	-26,600	Closed	-$469K	–	5394
2020 Q3	$469K	Buy	+26,600	New	+$479K	﹤0.01%	2893
2020 Q1	–	Sell	-16,800	Closed	-$383K	–	5190
2019 Q4	$383K	Buy	+16,800	New	+$391K	﹤0.01%	3328
2019 Q2	–	Sell	-17,800	Closed	-$395K	–	5032
2019 Q1	$395K	Sell	17,800 -25,400	-59%	-$539K	﹤0.01%	3036
2018 Q4	$829K	Buy	+43,200	New	+$882K	﹤0.01%	2138
2018 Q1	–	Sell	-14,800	Closed	-$308K	–	5751
2017 Q4	$308K	Buy	+14,800	New	+$308K	﹤0.01%	3590
2017 Q3	–	Sell	-20,600	Closed	-$425K	–	4933
2017 Q2	$425K	Buy	20,600 +5,600	+37%	+$115K	﹤0.01%	2608
2017 Q1	$304K	Buy	15,000 +3,600	+32%	+$73.7K	﹤0.01%	3013
2016 Q4	$234K	Sell	11,400 -26,800	-70%	-$538K	﹤0.01%	3556
2016 Q3	$820K	Sell	38,200 -9,400	-20%	-$206K	﹤0.01%	2083
2016 Q2	$1.02M	Buy	+47,600	New	+$982K	0.01%	1574

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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