CWM
SCHH icon

CIBC World Markets’s Schwab US REIT ETF SCHH Stock Holding History

CIBC World Markets’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 		$3.07M Buy
+147,022
New +$3.12M 0.02% 523
2025
Q2 		$2.9M Sell
136,890
-12,339
-8% -$259K 0.02% 485
2025
Q1 		$3.21M Buy
149,229
+21,938
+17% +$469K 0.03% 392
2024
Q4 		$2.68M Sell
127,291
-13,812
-10% -$309K 0.02% 485
2024
Q3 		$3.27M Sell
141,103
-1,592
-1% -$34.8K 0.02% 420
2024
Q2 		$2.85M Sell
142,695
-15,553
-10% -$303K 0.02% 423
2024
Q1 		$3.21M Buy
158,248
+140,681
+801% +$2.82M 0.02% 407
2023
Q4 		$364K Sell
17,567
-1,832
-9% -$34K ﹤0.01% 685
2023
Q3 		$344K Buy
+19,399
New +$373K ﹤0.01% 595

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