CIBC Private Wealth Group
SCHH icon

CIBC Private Wealth Group’s Schwab US REIT ETF SCHH Stock Holding History

CIBC Private Wealth Group’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 		$205K Buy
9,792
+126
+1% +$2.67K ﹤0.01% 1178
2025
Q3 		$208K Sell
9,666
-344
-3% -$7.34K ﹤0.01% 1160
2025
Q2 		$212K Sell
10,010
-1,968
-16% -$41.2K ﹤0.01% 1108
2025
Q1 		$227K Buy
11,978
+3,390
+39% +$72.5K ﹤0.01% 1036
2024
Q4 		$178K Sell
8,588
-161
-2% -$3.6K ﹤0.01% 1197
2024
Q3 		$203K Sell
8,749
-11
-0.1% -$241 ﹤0.01% 1178
2024
Q2 		$175K Buy
8,760
+1,487
+20% +$29K ﹤0.01% 1159
2024
Q1 		$145K Buy
+7,273
New +$146K ﹤0.01% 1245
2022
Q1 		– Sell
-7,750
Closed -$204K – 1305
2021
Q4 		$204K Buy
+7,750
New +$191K ﹤0.01% 970
2018
Q3 		– Sell
-578
Closed -$12K – 1577
2018
Q2 		$12K Buy
578
+140
+32% +$2.77K ﹤0.01% 1524
2018
Q1 		$8K Hold
438
– – ﹤0.01% 1577
2017
Q4 		$9K Buy
+438
New +$9.11K ﹤0.01% 1577

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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return