GKWIM
SCHH icon

Gerber Kawasaki Wealth & Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2025
Q4 		– Sell
-22,396
Closed -$483K – 350
2025
Q3 		$483K Sell
22,396
-12,130
-35% -$259K 0.02% 220
2025
Q2 		$731K Buy
34,526
+5,182
+18% +$109K 0.03% 166
2025
Q1 		$631K Sell
29,344
-20,060
-41% -$429K 0.03% 174
2024
Q4 		$1.04M Buy
49,404
+29
+0.1% +$648 0.05% 139
2024
Q3 		$1.14M Buy
49,375
+99
+0.2% +$2.17K 0.05% 128
2024
Q2 		$984K Buy
49,276
+47
+0.1% +$917 0.05% 132
2024
Q1 		$999K Buy
49,229
+287
+0.6% +$5.75K 0.05% 131
2023
Q4 		$1.01M Sell
48,942
-3,960
-7% -$73.6K 0.06% 132
2023
Q3 		$939K Sell
52,902
-510
-1% -$9.81K 0.06% 132
2023
Q2 		$1.04M Sell
53,412
-5,226
-9% -$100K 0.07% 127
2023
Q1 		$1.14M Sell
58,638
-634
-1% -$12.7K 0.09% 125
2022
Q4 		$1.14M Buy
+59,272
New +$1.14M 0.1% 114
2021
Q4 		– Sell
-2,290
Closed -$52K – 935
2021
Q3 		$52K Buy
+2,290
New +$54.6K 0.01% 323

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 $124B AUM 33.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHH Position: Q4 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 22,396 shares — an estimated $483K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHH in Q3 2021 and held it in 13 quarters. The position peaked at $1.14M in Q3 2024. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 22,396 Schwab US REIT ETF shares in Q4 2025, an estimated $483K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US REIT ETF in Q3 2021 and held it in 13 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Schwab US REIT ETF position peaked at $1.14M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.