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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return