Aurora Investment Managers’s Schwab US REIT ETF SCHH Stock Holding History

Aurora Investment Managers’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
2026 Q2	–	Sell	-12,694	Closed	-$273K	–	55
2026 Q1	$273K	Sell	12,694 -1,345	-10%	-$29.5K	0.2%	30
2025 Q4	$293K	Buy	14,039 +4	+0%	+$85	0.17%	42
2025 Q3	$303K	Buy	14,035 +2,254	+19%	+$48.1K	0.16%	44
2025 Q2	$249K	Buy	+11,781	New	+$247K	0.15%	44
2020 Q4	–	Sell	-325,116	Closed	-$5.75M	–	35
2020 Q3	$5.75M	Sell	325,116 -10,906	-3%	-$196K	5.21%	8
2020 Q2	$5.92M	Buy	336,022 +26,676	+9%	+$463K	4.79%	7
2020 Q1	$5.06M	Buy	309,346 +69,436	+29%	+$1.48M	5.61%	5
2019 Q4	$5.51M	Buy	+239,910	New	+$5.59M	5.39%	4

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return