LGG
SCHH icon

Luts & Greenleigh Group’s Schwab US REIT ETF SCHH Stock Holding History

Luts & Greenleigh Group’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 		$456K Hold
21,200
– – 0.36% 50
2025
Q4 		$443K Hold
21,200
– – 0.38% 51
2025
Q3 		$457K Hold
21,200
– – 0.41% 47
2025
Q2 		$449K Hold
21,200
– – 0.43% 47
2025
Q1 		$456K Hold
21,200
– – 0.45% 44
2024
Q4 		$446K Hold
21,200
– – 0.44% 44
2024
Q3 		$491K Hold
21,200
– – 0.47% 44
2024
Q2 		$423K Buy
+21,200
New +$413K 0.44% 44
2023
Q4 		$439K Hold
21,200
– – 0.55% 36
2023
Q3 		$376K Hold
21,200
– – 0.47% 40
2023
Q2 		$414K Hold
21,200
– – 0.51% 38
2023
Q1 		$413K Hold
21,200
– – 0.52% 36
2022
Q4 		$409K Buy
+21,200
New +$408K 0.52% 36

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