MidWestOne Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

MidWestOne Financial 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
2025 Q4	$214K	Hold	10,244	–	–	0.02%	295
2025 Q3	$221K	Hold	10,244	–	–	0.03%	286
2025 Q2	$217K	Sell	10,244 -3,208	-24%	-$67.2K	0.03%	276
2025 Q1	$289K	Hold	13,452	–	–	0.04%	235
2024 Q4	$283K	Buy	13,452 +562	+4%	+$12.6K	0.04%	248
2024 Q3	$299K	Buy	12,890 +103	+0.8%	+$2.25K	0.04%	249
2024 Q2	$255K	Sell	12,787 -3,910	-23%	-$76.3K	0.05%	260
2024 Q1	$339K	Sell	16,697 -38	-0.2%	-$762	0.06%	240
2023 Q4	$347K	Buy	16,735 +6,596	+65%	+$123K	0.07%	229
2023 Q3	$180K	Hold	10,139	–	–	0.04%	264
2023 Q2	$198K	Buy	+10,139	New	+$194K	0.04%	264
2019 Q4	–	Sell	-8,570	Closed	-$202K	–	237
2019 Q3	$202K	Sell	8,570 -27,386	-76%	-$628K	0.06%	210
2019 Q2	$799K	Buy	+35,956	New	+$802K	0.22%	118

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MidWestOne Financial Group's SCHH Position: Q4 2025 in Review

MidWestOne Financial Group held its Schwab US REIT ETF (SCHH) position steady in Q4 2025 at 10,244 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #295.

MidWestOne Financial Group first reported a position in SCHH in Q2 2019 and has held it in 13 quarters since. The position peaked at $799K in Q2 2019. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

MidWestOne Financial Group held 10,244 shares of Schwab US REIT ETF worth $214K as of Q4 2025.
MidWestOne Financial Group left its Schwab US REIT ETF share count unchanged in Q4 2025.
Schwab US REIT ETF made up 0.02% of MidWestOne Financial Group's portfolio in Q4 2025, its #295 holding.
MidWestOne Financial Group first reported a position in Schwab US REIT ETF in Q2 2019 and has held it in 13 quarters since.
MidWestOne Financial Group's Schwab US REIT ETF position peaked at $799K in Q2 2019.
556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.