Bensler’s Schwab US REIT ETF SCHH Stock Holding History

Bensler’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
2025 Q4	–	Sell	-10,051	Closed	-$217K	–	203
2025 Q3	$217K	Sell	10,051 -1,406	-12%	-$30K	0.02%	166
2025 Q2	$242K	Sell	11,457 -7,266	-39%	-$152K	0.03%	153
2025 Q1	$403K	Sell	18,723 -11,229	-37%	-$240K	0.05%	114
2024 Q4	$631K	Sell	29,952 -3,861	-11%	-$86.3K	0.08%	104
2024 Q3	$783K	Sell	33,813 -6,437	-16%	-$141K	0.1%	95
2024 Q2	$804K	Sell	40,250 -8,311	-17%	-$162K	0.11%	93
2024 Q1	$986K	Sell	48,561 -15,698	-24%	-$315K	0.14%	87
2023 Q4	$1.33M	Sell	64,259 -16,616	-21%	-$309K	0.22%	85
2023 Q3	$1.44M	Sell	80,875 -9,098	-10%	-$175K	0.28%	80
2023 Q2	$1.76M	Sell	89,973 -9,005	-9%	-$173K	0.33%	76
2023 Q1	$1.93M	Sell	98,978 -8,698	-8%	-$174K	0.39%	78
2022 Q4	$2.08M	Sell	107,676 -3,142	-3%	-$60.5K	0.46%	67
2022 Q3	$2.07M	Sell	110,818 -383	-0.3%	-$8.29K	0.49%	63
2022 Q2	$2.35M	Sell	111,201 -2,829	-2%	-$65.1K	0.56%	60
2022 Q1	$2.84M	Buy	+114,030	New	+$2.75M	0.6%	56

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bensler's SCHH Position: Q4 2025 in Review

Bensler sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 10,051 shares — an estimated $217K sold.

Bensler first reported a position in SCHH in Q1 2022 and held it in 15 quarters. The position peaked at $2.84M in Q1 2022. 557 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

Bensler reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
Bensler sold 10,051 Schwab US REIT ETF shares in Q4 2025, an estimated $217K.
Bensler first reported a position in Schwab US REIT ETF in Q1 2022 and held it in 15 quarters.
Bensler's Schwab US REIT ETF position peaked at $2.84M in Q1 2022.
557 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Bensler's 13F filing for Q4 2025, filed 4 Feb 2026.