BC
SCHH icon

Barrett & Company’s Schwab US REIT ETF SCHH Stock Holding History

Barrett & Company’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 		$6.45K Hold
300
– – ﹤0.01% 499
2025
Q4 		$6.27K Hold
300
– – ﹤0.01% 506
2025
Q3 		$6.47K Hold
300
– – ﹤0.01% 507
2025
Q2 		$6.35K Hold
300
– – ﹤0.01% 513
2025
Q1 		$6.45K Hold
300
– – ﹤0.01% 476
2024
Q4 		$6.32K Hold
300
– – ﹤0.01% 474
2024
Q3 		$6.95K Hold
300
– – ﹤0.01% 459
2024
Q2 		$5.99K Hold
300
– – ﹤0.01% 472
2024
Q1 		$6.09K Hold
300
– – ﹤0.01% 474
2023
Q4 		$6.21K Hold
300
– – ﹤0.01% 454
2023
Q3 		$5.33K Hold
300
– – ﹤0.01% 477
2023
Q2 		$5.86K Hold
300
– – ﹤0.01% 458
2023
Q1 		$5.85K Hold
300
– – ﹤0.01% 436
2022
Q4 		$5.79K Hold
300
– – ﹤0.01% 434
2022
Q3 		$5.79K Buy
+300
New +$6.49K ﹤0.01% 434

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