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	0.01%	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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

DUMAC Inc Durham, North Carolina $1.1B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIBC World Markets's SCHH Position: Q4 2025 in Review

CIBC World Markets opened a new position in Schwab US REIT ETF (SCHH) in Q4 2025: 147,022 shares worth $3.07M. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in SCHH as recently as Q2 2025.

CIBC World Markets first reported a position in SCHH in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.27M in Q3 2024. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

CIBC World Markets held 147,022 shares of Schwab US REIT ETF worth $3.07M as of Q4 2025.
Schwab US REIT ETF was a new CIBC World Markets position in Q4 2025.
Schwab US REIT ETF made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #523 holding.
CIBC World Markets first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 9 quarters since.
CIBC World Markets's Schwab US REIT ETF position peaked at $3.27M in Q3 2024.
556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.