Citadel Advisors
SCHH icon

Citadel Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Citadel Advisors’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 		– Sell
-14,200
Closed -$306K – 13898
2025
Q3 		$306K Sell
14,200
-29,200
-67% -$623K ﹤0.01% 10324
2025
Q2 		$918K Buy
43,400
+39,800
+1,106% +$834K ﹤0.01% 7290
2025
Q1 		$77.4K Sell
3,600
-6,500
-64% -$139K ﹤0.01% 11798
2024
Q4 		$213K Sell
10,100
-1,800
-15% -$40.2K ﹤0.01% 10341
2024
Q3 		$276K Sell
11,900
-16,500
-58% -$361K ﹤0.01% 9505
2024
Q2 		$567K Buy
28,400
+9,400
+49% +$183K ﹤0.01% 7805
2024
Q1 		$386K Sell
19,000
-1,800
-9% -$36.1K ﹤0.01% 8932
2023
Q4 		$431K Sell
20,800
-32,100
-61% -$597K ﹤0.01% 8422
2023
Q3 		$939K Buy
52,900
+27,000
+104% +$520K ﹤0.01% 6684
2023
Q2 		$506K Buy
25,900
+6,800
+36% +$130K ﹤0.01% 7917
2023
Q1 		$372K Buy
19,100
+1,000
+6% +$20K ﹤0.01% 8933
2022
Q4 		$349K Buy
18,100
+4,000
+28% +$77K ﹤0.01% 8981
2022
Q3 		$264K Buy
14,100
+1,800
+15% +$38.9K ﹤0.01% 9849
2022
Q2 		$259K Sell
12,300
-300
-2% -$6.9K ﹤0.01% 10146
2022
Q1 		$314K Buy
+12,600
New +$304K ﹤0.01% 10496

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 $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return