CA
SCHH icon

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

Crewe 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 		$30.1K Hold
1,402
– – ﹤0.01% 439
2025
Q4 		$29.3K Hold
1,402
– – ﹤0.01% 422
2025
Q3 		$30.3K Hold
1,402
– – ﹤0.01% 433
2025
Q2 		$29.7K Buy
1,402
+122
+10% +$2.56K ﹤0.01% 326
2025
Q1 		$27.5K Hold
1,280
– – ﹤0.01% 315
2024
Q4 		$27K Hold
1,280
– – ﹤0.01% 329
2024
Q3 		$29.7K Hold
1,280
– – ﹤0.01% 356
2024
Q2 		$25.6K Sell
1,280
-60
-4% -$1.17K ﹤0.01% 508
2024
Q1 		$27.2K Hold
1,340
– – ﹤0.01% 450
2023
Q4 		$27.8K Hold
1,340
– – ﹤0.01% 148
2023
Q3 		$23.8K Hold
1,340
– – ﹤0.01% 186
2023
Q2 		$26.2K Hold
1,340
– – ﹤0.01% 328
2023
Q1 		$26.1K Buy
1,340
+3
+0.2% +$60 ﹤0.01% 382
2022
Q4 		$25.8K Hold
1,337
– – ﹤0.01% 380
2022
Q3 		$25K Buy
+1,337
New +$28.9K ﹤0.01% 426

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