KHC
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Koesten Hirschmann & Crabtree’s Schwab US REIT ETF SCHH Stock Holding History

Koesten Hirschmann & Crabtree’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
Q4 		– Sell
-160
Closed -$3.45K – 199
2025
Q3 		$3.45K Buy
160
+18
+13% +$384 ﹤0.01% 175
2025
Q2 		$3K Buy
142
+21
+17% +$440 ﹤0.01% 209
2025
Q1 		$2.61K Buy
121
+13
+12% +$278 ﹤0.01% 161
2024
Q4 		$2.27K Buy
108
+25
+30% +$559 ﹤0.01% 154
2024
Q3 		$1.93K Buy
83
+24
+41% +$525 ﹤0.01% 156
2024
Q2 		$1.19K Hold
59
– – ﹤0.01% 192
2024
Q1 		$1.19K Buy
59
+16
+37% +$321 ﹤0.01% 192
2023
Q4 		$890 Buy
43
+9
+26% +$167 ﹤0.01% 161
2023
Q3 		$611 Buy
34
+14
+70% +$269 ﹤0.01% 162
2023
Q2 		$397 Buy
20
+11
+122% +$211 ﹤0.01% 154
2023
Q1 		$179 Buy
+9
New +$180 ﹤0.01% 243

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SCHH Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 160 shares — an estimated $3.45K sold.

Koesten Hirschmann & Crabtree first reported a position in SCHH in Q1 2023 and held it in 11 quarters. The position peaked at $3.45K in Q3 2025. 557 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 160 Schwab US REIT ETF shares in Q4 2025, an estimated $3.45K.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 11 quarters.
  • Koesten Hirschmann & Crabtree's Schwab US REIT ETF position peaked at $3.45K in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.