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	-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

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