KHC
SCHH icon

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 – 205
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 $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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return