CI
SCHH icon

CX Institutional’s Schwab US REIT ETF SCHH Stock Holding History

CX Institutional’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
Q2 		$12K Sell
522
-44
-8% -$1.03K ﹤0.01% 1271
2026
Q1 		$12K Sell
566
-20
-3% -$438 ﹤0.01% 1260
2025
Q4 		$12K Buy
586
+6
+1% +$127 ﹤0.01% 1172
2025
Q3 		$13K Buy
580
+2
+0.3% +$43 ﹤0.01% 1167
2025
Q2 		$12K Sell
578
-3
-0.5% -$63 ﹤0.01% 1023
2025
Q1 		$12K Buy
+581
New +$12.4K ﹤0.01% 1000
2023
Q1 		– Sell
-183,951
Closed -$3.55M – 572
2022
Q4 		$3.55M Buy
183,951
+56,717
+45% +$1.09M 0.22% 135
2022
Q3 		$2.38M Buy
127,234
+17,375
+16% +$376K 0.17% 153
2022
Q2 		$2.32M Sell
109,859
-21,385
-16% -$492K 0.17% 147
2022
Q1 		$3.27M Buy
131,244
+18,690
+17% +$451K 0.26% 105
2021
Q4 		$2.96M Buy
112,554
+67,400
+149% +$1.66M 0.24% 130
2021
Q3 		$1.03M Buy
45,154
+37,672
+504% +$898K 0.08% 209
2021
Q2 		$171K Buy
7,482
+138
+2% +$3.07K 0.01% 359
2021
Q1 		$151K Sell
7,344
-10,360
-59% -$203K 0.01% 334
2020
Q4 		$336K Sell
17,704
-1,640
-8% -$30.3K 0.03% 260
2020
Q3 		$342K Buy
19,344
+2,358
+14% +$42.4K 0.04% 227
2020
Q2 		$299K Buy
16,986
+1,884
+12% +$32.7K 0.04% 223
2020
Q1 		$247K Buy
15,102
+1,486
+11% +$31.7K 0.04% 216
2019
Q4 		$313K Sell
13,616
-80
-0.6% -$1.86K 0.05% 174
2019
Q3 		$323K Buy
13,696
+448
+3% +$10.3K 0.05% 191
2019
Q2 		$294K Buy
13,248
+6,226
+89% +$139K 0.05% 194
2019
Q1 		$156K Buy
7,022
+5,076
+261% +$108K 0.03% 231
2018
Q4 		$37K Sell
1,946
-2,118
-52% -$43.2K 0.01% 283
2018
Q3 		$85K Buy
4,064
+2,662
+190% +$56.3K 0.03% 156
2018
Q2 		$29K Buy
+1,402
New +$27.7K 0.01% 185

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return