GWM
SCHH icon

GSB Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

GSB Wealth 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
2026
Q1 		$39.1K Sell
1,820
-148
-8% -$3.25K 0.01% 228
2025
Q4 		$41.1K Buy
1,968
+122
+7% +$2.59K 0.01% 221
2025
Q3 		$39.8K Sell
1,846
-10,258
-85% -$219K 0.01% 226
2025
Q2 		$341K Buy
12,104
+10,139
+516% +$212K 0.08% 177
2025
Q1 		$42.3K Buy
+1,965
New +$42K 0.01% 214
2024
Q4 		– Sell
-1,823
Closed -$42.2K – 232
2024
Q3 		$42.2K Buy
+1,823
New +$39.9K 0.01% 220
2023
Q3 		– Sell
-1,215
Closed -$23.7K – 205
2023
Q2 		$23.7K Sell
1,215
-7,567
-86% -$145K 0.01% 208
2023
Q1 		$169K Buy
+8,782
New +$176K 0.06% 203

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