Brio Consultants’s Schwab US REIT ETF SCHH Stock Holding History

Brio Consultants’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	$2.32M	Sell	99,728 -4,151	-4%	-$91K	0.28%	52
2025 Q4	$2.17M	Buy	103,879 +2,499	+2%	+$53K	0.28%	51
2025 Q3	$2.19M	Buy	101,380 +2,735	+3%	+$58.3K	0.3%	50
2025 Q2	$2.09M	Sell	98,645 -4,673	-5%	-$97.9K	0.3%	50
2025 Q1	$2.22M	Buy	103,318 +1,027	+1%	+$21.9K	0.35%	47
2024 Q4	$2.15M	Buy	102,291 +963	+1%	+$21.5K	0.34%	49
2024 Q3	$2.35M	Sell	101,328 -1,619	-2%	-$35.4K	0.37%	43
2024 Q2	$2.06M	Sell	102,947 -1,006	-1%	-$19.6K	0.34%	43
2024 Q1	$2.11M	Sell	103,953 -1,176	-1%	-$23.6K	0.36%	42
2023 Q4	$2.18M	Buy	105,129 +65,047	+162%	+$1.21M	0.39%	42
2023 Q3	$711K	Buy	40,082 +12,015	+43%	+$231K	0.13%	60
2023 Q2	$548K	Sell	28,067 -1,466	-5%	-$28.1K	0.1%	65
2023 Q1	$576K	Buy	29,533 +103	+0.3%	+$2.06K	0.11%	62
2022 Q4	$568K	Buy	29,430 +610	+2%	+$11.7K	0.11%	61
2022 Q3	$523K	Buy	+28,820	New	+$624K	0.11%	66

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 Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return