Focus Partners Wealth
SCHH icon

Focus Partners Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Focus Partners Wealth’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 		$7.74M Sell
359,962
-5,001
-1% -$110K 0.01% 802
2025
Q4 		$7.63M Buy
364,963
+22,058
+6% +$468K 0.01% 797
2025
Q3 		$7.4M Sell
342,905
-217,273
-39% -$4.63M 0.01% 643
2025
Q2 		$11.9M Buy
560,178
+251,449
+81% +$5.27M 0.03% 462
2025
Q1 		$6.64M Sell
308,729
-1,379
-0.4% -$29.5K 0.02% 551
2024
Q4 		$6.53M Buy
310,108
+145,428
+88% +$3.25M 0.02% 553
2024
Q3 		$3.82M Sell
164,680
-7,154
-4% -$157K 0.01% 622
2024
Q2 		$3.43M Buy
171,834
+94,751
+123% +$1.85M 0.01% 563
2024
Q1 		$1.56M Buy
77,083
+5,809
+8% +$116K 0.01% 525
2023
Q4 		$1.48M Buy
+71,274
New +$1.32M 0.02% 394

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