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Lindbrook Capital’s Schwab US REIT ETF SCHH Stock Holding History

Lindbrook Capital’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
Q1 		$5.69K Buy
+265
New +$5.66K ﹤0.01% 1902
2024
Q1 		– Sell
-18
Closed -$373 – 2744
2023
Q4 		$373 Hold
18
– – ﹤0.01% 2608
2023
Q3 		$320 Hold
18
– – ﹤0.01% 2598
2023
Q2 		$352 Hold
18
– – ﹤0.01% 2579
2023
Q1 		$351 Hold
18
– – ﹤0.01% 2663
2022
Q4 		$347 Hold
18
– – ﹤0.01% 2653
2022
Q3 		$0 Buy
+18
New +$389 ﹤0.01% 2878
2020
Q1 		– Sell
-50
Closed -$1K – 1845
2019
Q4 		$1K Buy
+50
New +$1.17K ﹤0.01% 1437

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Lindbrook Capital's SCHH Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Schwab US REIT ETF (SCHH) in Q1 2025: 265 shares worth $5.69K. The stake represents ﹤0.01% of the portfolio and ranks #1902 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in SCHH as recently as Q4 2023.

Lindbrook Capital first reported a position in SCHH in Q4 2019 and has held it in 8 quarters since. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Lindbrook Capital held 265 shares of Schwab US REIT ETF worth $5.69K as of Q1 2025.
  • Schwab US REIT ETF was a new Lindbrook Capital position in Q1 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1902 holding.
  • Lindbrook Capital first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 8 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.