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Global Financial Private Client’s Schwab US REIT ETF SCHH Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-930
Closed -$20K – 1329
2025
Q1 		$20K Hold
930
– – 0.01% 446
2024
Q4 		$19.6K Hold
930
– – 0.01% 433
2024
Q3 		$21.5K Hold
930
– – 0.01% 419
2024
Q2 		$18.6K Hold
930
– – 0.01% 394
2024
Q1 		$18.6K Hold
930
– – 0.01% 403
2023
Q4 		$19.3K Hold
930
– – 0.01% 396
2023
Q3 		$16.2K Hold
930
– – 0.01% 387
2023
Q2 		$18.3K Hold
930
– – 0.01% 380
2023
Q1 		$18K Hold
930
– – 0.01% 384
2022
Q4 		$17.9K Hold
930
– – 0.01% 364
2022
Q3 		$17.6K Hold
930
– – 0.01% 365
2022
Q2 		$20K Hold
930
– – 0.01% 345
2022
Q1 		$23.6K Hold
930
– – 0.01% 335
2021
Q4 		$24.5K Buy
+930
New +$22.9K 0.01% 320

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return