HI
SCHH icon

Human Investing’s Schwab US REIT ETF SCHH Stock Holding History

Human Investing’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 		$512K Sell
23,814
-1,077
-4% -$23.6K 0.07% 61
2025
Q4 		$520K Buy
24,891
+306
+1% +$6.49K 0.07% 63
2025
Q3 		$530K Sell
24,585
-572
-2% -$12.2K 0.08% 60
2025
Q2 		$532K Buy
25,157
+2,246
+10% +$47.1K 0.08% 55
2025
Q1 		$493K Sell
22,911
-983
-4% -$21K 0.09% 57
2024
Q4 		$503K Buy
23,894
+487
+2% +$10.9K 0.09% 59
2024
Q3 		$542K Buy
23,407
+255
+1% +$5.58K 0.1% 57
2024
Q2 		$462K Buy
23,152
+2,867
+14% +$55.9K 0.09% 60
2024
Q1 		$412K Buy
20,285
+109
+0.5% +$2.19K 0.08% 66
2023
Q4 		$418K Buy
+20,176
New +$375K 0.09% 68
2023
Q1 		– Sell
-11,997
Closed -$231K – 107
2022
Q4 		$231K Buy
+11,997
New +$231K 0.06% 96
2021
Q2 		– Sell
-828
Closed -$17K – 255
2021
Q1 		$17K Hold
828
– – ﹤0.01% 207
2020
Q4 		$16K Buy
828
+8
+1% +$148 ﹤0.01% 208
2020
Q3 		$15K Sell
820
-5,170
-86% -$93K ﹤0.01% 211
2020
Q2 		$105K Buy
5,990
+3,500
+141% +$60.8K 0.04% 127
2020
Q1 		$41K Buy
+2,490
New +$53.1K 0.02% 167

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