Wolverine Trading
SCHH icon

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
-25,800
Closed -$455K – 5395
2020
Q3 		$455K Buy
+25,800
New +$464K ﹤0.01% 2925
2020
Q1 		– Sell
-18,400
Closed -$420K – 5192
2019
Q4 		$420K Buy
+18,400
New +$429K ﹤0.01% 3229
2019
Q2 		– Sell
-26,400
Closed -$586K – 5033
2019
Q1 		$586K Sell
26,400
-6,400
-20% -$136K ﹤0.01% 2591
2018
Q4 		$629K Buy
+32,800
New +$670K ﹤0.01% 2418
2018
Q1 		– Sell
-18,400
Closed -$383K – 5752
2017
Q4 		$383K Buy
+18,400
New +$383K ﹤0.01% 3297
2017
Q3 		– Sell
-36,000
Closed -$743K – 4935
2017
Q2 		$743K Buy
36,000
+1,400
+4% +$28.8K ﹤0.01% 2038
2017
Q1 		$702K Buy
34,600
+8,600
+33% +$176K ﹤0.01% 2026
2016
Q4 		$534K Buy
26,000
+2,600
+11% +$52.2K ﹤0.01% 2545
2016
Q3 		$502K Buy
23,400
+8,000
+52% +$175K ﹤0.01% 2568
2016
Q2 		$331K Buy
+15,400
New +$318K ﹤0.01% 2679

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
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.