HI
SCHH icon

Harbour Investments’s Schwab US REIT ETF SCHH Stock Holding History

Harbour Investments’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 		$244K Buy
11,336
+8,820
+351% +$193K ﹤0.01% 1422
2025
Q4 		$52.6K Sell
2,516
-641
-20% -$13.6K ﹤0.01% 1946
2025
Q3 		$68.1K Buy
3,157
+515
+19% +$11K ﹤0.01% 1754
2025
Q2 		$55.9K Buy
2,642
+562
+27% +$11.8K ﹤0.01% 1756
2025
Q1 		$44.7K Buy
2,080
+973
+88% +$20.8K ﹤0.01% 1823
2024
Q4 		$23.3K Sell
1,107
-1,534
-58% -$34.3K ﹤0.01% 2055
2024
Q3 		$61.2K Buy
2,641
+616
+30% +$13.5K ﹤0.01% 1560
2024
Q2 		$40.4K Buy
2,025
+144
+8% +$2.81K ﹤0.01% 1659
2024
Q1 		$38.2K Sell
1,881
-1,391
-43% -$27.9K ﹤0.01% 1653
2023
Q4 		$67.8K Sell
3,272
-5,687
-63% -$106K ﹤0.01% 1303
2023
Q3 		$159K Sell
8,959
-50
-0.6% -$962 0.01% 869
2023
Q2 		$176K Buy
9,009
+552
+7% +$10.6K 0.01% 840
2023
Q1 		$165K Buy
8,457
+502
+6% +$10.1K 0.01% 838
2022
Q4 		$153K Buy
7,955
+246
+3% +$4.73K 0.01% 836
2022
Q3 		$163K Hold
7,709
– – 0.01% 777
2022
Q2 		$163K Buy
+7,709
New +$177K 0.01% 777
2021
Q4 		$251K Sell
9,528
-9,426
-50% -$232K 0.01% 636
2021
Q3 		$433K Sell
18,954
-131,158
-87% -$3.13M 0.01% 697
2021
Q2 		$3.44M Buy
150,112
+132,382
+747% +$2.94M 0.11% 171
2021
Q1 		$364K Buy
+17,730
New +$347K 0.01% 729

Other funds holding SCHH

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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