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Cherry Tree Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Cherry Tree Wealth Management’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 		$4.94K Hold
230
– – ﹤0.01% 485
2025
Q4 		$4.8K Hold
230
– – ﹤0.01% 487
2025
Q3 		$4.96K Hold
230
– – ﹤0.01% 471
2025
Q2 		$4.87K Sell
230
-272
-54% -$5.7K ﹤0.01% 479
2025
Q1 		$10.8K Hold
502
– – ﹤0.01% 410
2024
Q4 		$10.6K Buy
502
+230
+85% +$5.14K ﹤0.01% 406
2024
Q3 		$6.3K Hold
272
– – ﹤0.01% 462
2024
Q2 		$5.43K Hold
272
– – ﹤0.01% 454
2024
Q1 		$5.52K Hold
272
– – ﹤0.01% 429
2023
Q4 		$5.63K Hold
272
– – ﹤0.01% 418
2023
Q3 		$4.83K Sell
272
-48
-15% -$924 ﹤0.01% 405
2023
Q2 		$6.25K Buy
+320
New +$6.14K ﹤0.01% 380

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 Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cherry Tree Wealth Management's SCHH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q1 2026 at 230 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Cherry Tree Wealth Management first reported a position in SCHH in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.8K in Q1 2025. 568 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Cherry Tree Wealth Management held 230 shares of Schwab US REIT ETF worth $4.94K as of Q1 2026.
  • Cherry Tree Wealth Management left its Schwab US REIT ETF share count unchanged in Q1 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #485 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Schwab US REIT ETF position peaked at $10.8K in Q1 2025.
  • 568 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.