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SCHH icon

NewEdge Advisors’s Schwab US REIT ETF SCHH Stock Holding History

NewEdge Advisors’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 		$1.06M Sell
49,330
-1,223
-2% -$26.8K ﹤0.01% 1471
2025
Q4 		$1.06M Buy
50,553
+49,670
+5,625% +$1.05M ﹤0.01% 1455
2025
Q3 		$19K Sell
883
-458
-34% -$9.77K ﹤0.01% 3141
2025
Q2 		$28.4K Buy
1,341
+17
+1% +$356 ﹤0.01% 2845
2025
Q1 		$28.5K Buy
1,324
+1,004
+314% +$21.5K ﹤0.01% 2739
2024
Q4 		$6.74K Sell
320
-149
-32% -$3.33K ﹤0.01% 3151
2024
Q3 		$10.9K Buy
469
+160
+52% +$3.5K ﹤0.01% 2912
2024
Q2 		$6.17K Buy
309
+28
+10% +$546 ﹤0.01% 3022
2024
Q1 		$5.71K Sell
281
-2,658
-90% -$53.3K ﹤0.01% 3090
2023
Q4 		$60.9K Buy
2,939
+1,122
+62% +$20.9K ﹤0.01% 2156
2023
Q3 		$32.3K Sell
1,817
-472
-21% -$9.08K ﹤0.01% 2232
2023
Q2 		$44.7K Sell
2,289
-783
-25% -$15K ﹤0.01% 2117
2023
Q1 		$59.9K Sell
3,072
-886
-22% -$17.7K ﹤0.01% 1923
2022
Q4 		$49.2K Buy
+3,958
New +$76.2K ﹤0.01% 1724

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