AC
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AWM Capital’s Schwab US REIT ETF SCHH Stock Holding History

AWM Capital’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
Q1 		$2.08M Buy
96,777
+345
+0.4% +$7.56K 0.19% 38
2025
Q4 		$2.01M Buy
96,432
+460
+0.5% +$9.75K 0.18% 36
2025
Q3 		$2.07M Buy
95,972
+313
+0.3% +$6.68K 0.19% 34
2025
Q2 		$2.02M Hold
95,659
– – 0.21% 33
2025
Q1 		$2.06M Sell
95,659
-3,699
-4% -$79.1K 0.24% 31
2024
Q4 		$2.09M Hold
99,358
– – 0.26% 32
2024
Q3 		$2.3M Hold
99,358
– – 0.28% 29
2024
Q2 		$1.98M Sell
99,358
-3,492
-3% -$68.1K 0.3% 31
2024
Q1 		$2.09M Sell
102,850
-94
-0.1% -$1.89K 0.35% 29
2023
Q4 		$2.13M Hold
102,944
– – 0.39% 29
2023
Q3 		$1.83M Hold
102,944
– – 0.37% 31
2023
Q2 		$2.01M Sell
102,944
-7,902
-7% -$152K 0.49% 28
2023
Q1 		$2.16M Buy
110,846
+40
+0% +$801 0.61% 25
2022
Q4 		$2.14M Hold
110,806
– – 0.73% 24
2022
Q3 		$2.18M Sell
110,806
-164
-0.1% -$3.55K 0.74% 24
2022
Q2 		$2.34M Hold
110,970
– – 1.15% 20
2022
Q1 		$2.76M Hold
110,970
– – 1.7% 14
2021
Q4 		$2.92M Hold
110,970
– – 2.22% 12
2021
Q3 		$2.77M Buy
+110,970
New +$2.65M 2.07% 10

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return