GCA
SCHH icon

Greenwood Capital Associates’s Schwab US REIT ETF SCHH Stock Holding History

Greenwood Capital Associates’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 		$688K Buy
32,003
+6,341
+25% +$139K 0.08% 168
2025
Q4 		$536K Buy
25,662
+1,738
+7% +$36.9K 0.06% 184
2025
Q3 		$516K Buy
23,924
+6,840
+40% +$146K 0.06% 191
2025
Q2 		$361K Sell
17,084
-342
-2% -$7.17K 0.05% 213
2025
Q1 		$375K Buy
17,426
+6,391
+58% +$137K 0.05% 202
2024
Q4 		$232K Sell
11,035
-2,875
-21% -$64.3K 0.03% 233
2024
Q3 		$322K Buy
13,910
+351
+3% +$7.68K 0.04% 209
2024
Q2 		$271K Buy
13,559
+322
+2% +$6.28K 0.04% 214
2024
Q1 		$269K Sell
13,237
-1
-0% -$20 0.04% 229
2023
Q4 		$274K Buy
+13,238
New +$246K 0.04% 227

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Fidelity Investments
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Two Sigma Investments
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Envestnet Asset Management
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DI
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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