Citadel Advisors

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
2026 Q1	–	Sell	-16,500	Closed	-$345K	–	14084
2025 Q4	$345K	Sell	16,500 -4,900	-23%	-$104K	﹤0.01%	9836
2025 Q3	$462K	Buy	21,400 +6,300	+42%	+$134K	﹤0.01%	9331
2025 Q2	$320K	Buy	15,100 +7,600	+101%	+$159K	﹤0.01%	9662
2025 Q1	$161K	Sell	7,500 -6,400	-46%	-$137K	﹤0.01%	10758
2024 Q4	$293K	Sell	13,900 -4,400	-24%	-$98.3K	﹤0.01%	9706
2024 Q3	$424K	Buy	18,300 +3,500	+24%	+$76.6K	﹤0.01%	8613
2024 Q2	$296K	Buy	14,800 +13,200	+825%	+$257K	﹤0.01%	9169
2024 Q1	$32.5K	Sell	1,600 -6,000	-79%	-$120K	﹤0.01%	12617
2023 Q4	$157K	Sell	7,600 -6,300	-45%	-$117K	﹤0.01%	10308
2023 Q3	$247K	Buy	13,900 +4,700	+51%	+$90.4K	﹤0.01%	9524
2023 Q2	$180K	Sell	9,200 -61,500	-87%	-$1.18M	﹤0.01%	10057
2023 Q1	$1.38M	Buy	70,700 +69,500	+5,792%	+$1.39M	﹤0.01%	6085
2022 Q4	$23.1K	Buy	+1,200	New	+$23.1K	﹤0.01%	13026

Other funds holding SCHH

Financial Engines Advisors

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

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

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

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