Christopher J. Hasenberg’s Schwab US REIT ETF SCHH Stock Holding History

Christopher J. Hasenberg’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 Q2	$8.49M	Buy	+401,402	New	+$8.41M	3.16%	11

Other funds holding SCHH

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BEI

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Christopher J. Hasenberg's SCHH Position: Q2 2025 in Review

Christopher J. Hasenberg opened a new position in Schwab US REIT ETF (SCHH) in Q2 2025: 401,402 shares worth $8.49M. The stake represents 3.16% of the portfolio and ranks #11 among its holdings.

517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

Christopher J. Hasenberg held 401,402 shares of Schwab US REIT ETF worth $8.49M as of Q2 2025.
Schwab US REIT ETF was a new Christopher J. Hasenberg position in Q2 2025.
Schwab US REIT ETF made up 3.16% of Christopher J. Hasenberg's portfolio in Q2 2025, its #11 holding.
517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.