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Commerce Bank’s Schwab US REIT ETF SCHH Stock Holding History

Commerce Bank’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 		$425K Sell
19,768
-668
-3% -$14.6K ﹤0.01% 993
2025
Q4 		$427K Sell
20,436
-2,114
-9% -$44.8K ﹤0.01% 932
2025
Q3 		$486K Sell
22,550
-641
-3% -$13.7K ﹤0.01% 884
2025
Q2 		$491K Buy
23,191
+4,392
+23% +$92K ﹤0.01% 863
2025
Q1 		$404K Sell
18,799
-1,043
-5% -$22.3K ﹤0.01% 913
2024
Q4 		$418K Sell
19,842
-1,743
-8% -$39K ﹤0.01% 923
2024
Q3 		$500K Buy
21,585
+5,654
+35% +$124K ﹤0.01% 882
2024
Q2 		$318K Buy
15,931
+1,207
+8% +$23.5K ﹤0.01% 1005
2024
Q1 		$299K Buy
14,724
+134
+0.9% +$2.69K ﹤0.01% 1033
2023
Q4 		$302K Buy
+14,590
New +$271K ﹤0.01% 1016
2022
Q3 		– Sell
-10,108
Closed -$213K – 1163
2022
Q2 		$213K Sell
10,108
-6,000
-37% -$138K ﹤0.01% 1080
2022
Q1 		$401K Buy
16,108
+984
+7% +$23.7K ﹤0.01% 894
2021
Q4 		$398K Buy
15,124
+848
+6% +$20.9K ﹤0.01% 925
2021
Q3 		$326K Buy
+14,276
New +$340K ﹤0.01% 984

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 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 $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return