FC
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Financial Consulate’s Schwab US REIT ETF SCHH Stock Holding History

Financial Consulate’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 		$15.9K Sell
742
-293
-28% -$6.42K ﹤0.01% 532
2025
Q4 		$21.6K Buy
1,035
+293
+39% +$6.21K ﹤0.01% 458
2025
Q3 		$16K Buy
+742
New +$15.8K ﹤0.01% 490
2019
Q1 		– Sell
-76,288
Closed -$1.47M – 114
2018
Q4 		$1.47M Sell
76,288
-1,866
-2% -$38.1K 0.88% 31
2018
Q3 		$1.63M Buy
78,154
+704
+0.9% +$14.9K 0.93% 29
2018
Q2 		$1.62M Buy
77,450
+1,828
+2% +$36.2K 0.82% 31
2018
Q1 		$1.45M Buy
75,622
+9,794
+15% +$189K 0.77% 33
2017
Q4 		$1.37M Buy
65,828
+1,214
+2% +$25.2K 0.7% 36
2017
Q3 		$1.33M Buy
64,614
+1,226
+2% +$25.3K 0.72% 37
2017
Q2 		$1.31M Buy
63,388
+2
+0% +$41 0.77% 35
2017
Q1 		$1.29M Buy
+63,386
New +$1.3M 0.82% 32
2015
Q4 		– Sell
-26,146
Closed -$486K – 71
2015
Q3 		$486K Sell
26,146
-69,786
-73% -$1.31M 0.42% 35
2015
Q2 		$1.74M Buy
95,932
+910
+1% +$17.5K 1.29% 21
2015
Q1 		$1.93M Sell
95,022
-8,722
-8% -$178K 1.63% 21
2014
Q4 		$2.02M Buy
+103,744
New +$1.94M 1.33% 21

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