C
SCHH icon

Certuity’s Schwab US REIT ETF SCHH Stock Holding History

Certuity’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 		$372K Buy
17,305
+4,494
+35% +$98.5K 0.02% 378
2025
Q4 		$268K Sell
12,811
-16,728
-57% -$355K 0.02% 456
2025
Q3 		$637K Sell
29,539
-1,409
-5% -$30.1K 0.04% 219
2025
Q2 		$655K Buy
30,948
+1,965
+7% +$41.2K 0.06% 177
2025
Q1 		$623K Buy
28,983
+7,098
+32% +$152K 0.07% 165
2024
Q4 		$461K Buy
21,885
+14
+0.1% +$313 0.05% 185
2024
Q3 		$507K Sell
21,871
-9,103
-29% -$199K 0.05% 183
2024
Q2 		$619K Sell
30,974
-8
-0% -$156 0.05% 165
2024
Q1 		$629K Sell
30,982
-7,320
-19% -$147K 0.06% 155
2023
Q4 		$793K Buy
38,302
+14
+0% +$260 0.08% 134
2023
Q3 		$680K Sell
38,288
-300
-0.8% -$5.77K 0.08% 113
2023
Q2 		$754K Buy
38,588
+103
+0.3% +$1.98K 0.09% 104
2023
Q1 		$750K Sell
38,485
-1,232
-3% -$24.7K 0.11% 83
2022
Q4 		$766K Sell
39,717
-10,731
-21% -$207K 0.12% 79
2022
Q3 		$943K Sell
50,448
-4,265
-8% -$92.3K 0.22% 55
2022
Q2 		$1.15M Buy
54,713
+8,453
+18% +$195K 0.3% 45
2022
Q1 		$1.15M Buy
46,260
+666
+1% +$16.1K 0.25% 66
2021
Q4 		$1.2M Buy
45,594
+16,174
+55% +$399K 0.26% 63
2021
Q3 		$672K Buy
29,420
+9,814
+50% +$234K 0.13% 119
2021
Q2 		$449K Buy
+19,606
New +$436K 0.1% 149

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