Corient Private Wealth
SCHH icon

Corient Private Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Corient Private Wealth’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 		$207K Sell
9,984
-95,944
-91% -$2.1M ﹤0.01% 2543
2025
Q4 		$2.22M Buy
105,928
+75,860
+252% +$1.61M ﹤0.01% 1476
2025
Q3 		$649K Sell
30,068
-22,584
-43% -$482K ﹤0.01% 1655
2025
Q2 		$1.11M Buy
52,652
+884
+2% +$18.5K ﹤0.01% 1312
2025
Q1 		$1.11M Sell
51,768
-2,300
-4% -$49.2K ﹤0.01% 1228
2024
Q4 		$1.14M Buy
54,068
+4,271
+9% +$95.5K ﹤0.01% 1262
2024
Q3 		$1.15M Buy
49,797
+844
+2% +$18.5K ﹤0.01% 1339
2024
Q2 		$978K Sell
48,953
-3,659
-7% -$71.4K ﹤0.01% 1339
2024
Q1 		$1.07M Buy
52,612
+789
+2% +$15.8K ﹤0.01% 1297
2023
Q4 		$1.07M Buy
51,823
+26,087
+101% +$485K ﹤0.01% 1261
2023
Q3 		$457K Buy
25,736
+2,334
+10% +$44.9K ﹤0.01% 1545
2023
Q2 		$457K Buy
+23,402
New +$449K ﹤0.01% 1494

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Two Sigma Investments
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DI
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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