Neuberger Berman Group
SCHH icon

Neuberger Berman Group’s Schwab US REIT ETF SCHH Stock Holding History

Neuberger Berman 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 		$7.15M Sell
332,682
-105
-0% -$2.3K 0.01% 902
2025
Q4 		$6.95M Sell
332,787
-1,191
-0.4% -$25.3K 0.01% 897
2025
Q3 		$7.2M Buy
333,978
+2,978
+0.9% +$63.5K 0.01% 878
2025
Q2 		$7M Hold
331,000
– – 0.01% 873
2025
Q1 		$7.12M Buy
331,000
+75,000
+29% +$1.6M 0.01% 852
2024
Q4 		$5.39M Buy
+256,000
New +$5.72M ﹤0.01% 942

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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