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NBC Securities’s Schwab US REIT ETF SCHH Stock Holding History

NBC Securities’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 		$57.2K Sell
2,663
-272
-9% -$5.96K ﹤0.01% 1269
2025
Q4 		$61.3K Buy
2,935
+1,820
+163% +$38.6K ﹤0.01% 1264
2025
Q3 		$24.1K Buy
1,115
+6
+0.5% +$128 ﹤0.01% 1659
2025
Q2 		$23K Buy
1,109
+7
+0.6% +$147 ﹤0.01% 1661
2025
Q1 		$23K Buy
1,102
+1,101
+110,100% +$23.5K ﹤0.01% 1442
2024
Q4 		$23 Sell
1
-1,087
-100% -$24.3K ﹤0.01% 1136
2024
Q3 		$25K Buy
1,088
+13
+1% +$284 ﹤0.01% 1423
2024
Q2 		$21K Hold
1,075
– – ﹤0.01% 1443
2024
Q1 		$21K Buy
1,075
+5
+0.5% +$100 ﹤0.01% 1458
2023
Q4 		$22K Buy
1,070
+9
+0.8% +$167 ﹤0.01% 1451
2023
Q3 		$18K Buy
+1,061
New +$20.4K ﹤0.01% 1499

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