C
SCHH icon

Covestor’s Schwab US REIT ETF SCHH Stock Holding History

Covestor’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 		$53K Sell
2,485
-357
-13% -$7.83K 0.04% 683
2025
Q4 		$59K Buy
2,842
+263
+10% +$5.58K 0.03% 848
2025
Q3 		$56K Buy
2,579
+236
+10% +$5.03K 0.03% 857
2025
Q2 		$50K Buy
2,343
+910
+64% +$19.1K 0.03% 891
2025
Q1 		$31K Buy
1,433
+381
+36% +$8.14K 0.02% 1029
2024
Q4 		$22K Buy
1,052
+48
+5% +$1.07K 0.01% 1159
2024
Q3 		$23K Sell
1,004
-1,048
-51% -$22.9K 0.01% 1165
2024
Q2 		$41K Buy
2,052
+247
+14% +$4.82K 0.03% 943
2024
Q1 		$36K Buy
1,805
+26
+1% +$521 0.02% 1006
2023
Q4 		$37K Buy
1,779
+172
+11% +$3.2K 0.03% 974
2023
Q3 		$28K Buy
1,607
+221
+16% +$4.25K 0.02% 1004
2023
Q2 		$27K Sell
1,386
-193
-12% -$3.7K 0.02% 1015
2023
Q1 		$30K Sell
1,579
-548
-26% -$11K 0.03% 885
2022
Q4 		$41K Buy
+2,127
New +$40.9K 0.03% 802
2022
Q3 		– Hold
0
– – – 2531

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