EFG
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Embree Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Embree Financial Group’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 		$234K Sell
10,868
-826
-7% -$18.1K 0.03% 233
2025
Q4 		$244K Sell
11,694
-738
-6% -$15.6K 0.03% 212
2025
Q3 		$268K Sell
12,432
-4,914
-28% -$105K 0.04% 193
2025
Q2 		$367K Sell
17,346
-194
-1% -$4.07K 0.06% 153
2025
Q1 		$377K Sell
17,540
-3,340
-16% -$71.4K 0.06% 145
2024
Q4 		$440K Sell
20,880
-210
-1% -$4.69K 0.08% 126
2024
Q3 		$489K Sell
21,090
-380
-2% -$8.31K 0.09% 119
2024
Q2 		$429K Sell
21,470
-639
-3% -$12.5K 0.08% 120
2024
Q1 		$449K Sell
22,109
-4,780
-18% -$95.8K 0.09% 126
2023
Q4 		$557K Buy
+26,889
New +$500K 0.12% 101

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