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SCHH icon

Natixis’s Schwab US REIT ETF SCHH Stock Holding History

Natixis’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 		– Sell
-23,601
Closed -$496K – 1299
2025
Q4 		$496K Buy
23,601
+470
+2% +$9.97K ﹤0.01% 840
2025
Q3 		$495K Hold
23,131
– – ﹤0.01% 787
2025
Q2 		$483K Sell
23,131
-1,331
-5% -$27.9K ﹤0.01% 713
2025
Q1 		$525K Buy
24,462
+2
+0% +$43 ﹤0.01% 653
2024
Q4 		$507K Sell
24,460
-62
-0.3% -$1.39K ﹤0.01% 708
2024
Q3 		$566K Buy
24,522
+62
+0.3% +$1.36K ﹤0.01% 621
2024
Q2 		$486K Sell
24,460
-162
-0.7% -$3.16K ﹤0.01% 624
2024
Q1 		$499K Buy
24,622
+1,430
+6% +$28.7K ﹤0.01% 631
2023
Q4 		$482K Buy
23,192
+547
+2% +$10.2K ﹤0.01% 619
2023
Q3 		$403K Hold
22,645
– – ﹤0.01% 641
2023
Q2 		$439K Hold
22,645
– – ﹤0.01% 658
2023
Q1 		$436K Hold
22,645
– – ﹤0.01% 646
2022
Q4 		$437K Buy
+22,645
New +$436K ﹤0.01% 733

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