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Evolution Advisers’s Schwab US REIT ETF SCHH Stock Holding History

Evolution Advisers’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 		– Sell
-457
Closed -$9K – 169
2025
Q4 		$9K Buy
+457
New +$9.69K ﹤0.01% 141
2023
Q4 		– Sell
-47
Closed – – 229
2023
Q3 		$0 Buy
47
+17
+57% +$327 ﹤0.01% 162
2023
Q2 		$0 Sell
30
-14
-32% -$268 ﹤0.01% 164
2023
Q1 		$0 Sell
44
-2,446
-98% -$49K ﹤0.01% 157
2022
Q4 		$48K Buy
2,490
+2,460
+8,200% +$47.3K 0.04% 63
2022
Q3 		$0 Hold
30
– – ﹤0.01% 148
2022
Q2 		$0 Hold
30
– – ﹤0.01% 147
2022
Q1 		$0 Buy
30
+8
+36% +$193 ﹤0.01% 163
2021
Q4 		$0 Buy
+22
New +$542 ﹤0.01% 147

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