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Birchbrook’s Schwab US REIT ETF SCHH Stock Holding History

Birchbrook’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
-1,053
Closed -$22.7K – 302
2025
Q3 		$22.7K Buy
1,053
+8
+0.8% +$171 0.01% 156
2025
Q2 		$22.1K Buy
1,045
+8
+0.8% +$168 0.01% 157
2025
Q1 		$22.3K Buy
1,037
+5
+0.5% +$107 0.01% 149
2024
Q4 		$21.7K Buy
1,032
+11
+1% +$246 0.01% 159
2024
Q3 		$23.7K Buy
1,021
+16
+2% +$350 0.01% 147
2024
Q2 		$20.1K Hold
1,005
– – 0.01% 164
2024
Q1 		$20.4K Buy
1,005
+5
+0.5% +$100 0.01% 166
2023
Q4 		$20.7K Buy
+1,000
New +$18.6K 0.01% 164

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Birchbrook's SCHH Position: Q4 2025 in Review

Birchbrook sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 1,053 shares — an estimated $22.7K sold.

Birchbrook first reported a position in SCHH in Q4 2023 and held it in 8 quarters. The position peaked at $23.7K in Q3 2024. 557 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Birchbrook reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Birchbrook sold 1,053 Schwab US REIT ETF shares in Q4 2025, an estimated $22.7K.
  • Birchbrook first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 8 quarters.
  • Birchbrook's Schwab US REIT ETF position peaked at $23.7K in Q3 2024.
  • 557 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

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