Northwestern Mutual Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166M | Buy |
7,856,664
+200,077
| +3% | +$4.23M | 0.12% | 86 |
|
|
2025
Q1 | $165M | Buy |
7,656,587
+6,726
| +0.1% | +$145K | 0.13% | 75 |
|
|
2024
Q4 | $161M | Buy |
7,649,861
+102,901
| +1% | +$2.17M | 0.14% | 75 |
|
|
2024
Q3 | $175M | Sell |
7,546,960
-173,552
| -2% | -$4.02M | 0.16% | 66 |
|
|
2024
Q2 | $154M | Sell |
7,720,512
-197,369
| -2% | -$3.94M | 0.15% | 65 |
|
|
2024
Q1 | $161M | Sell |
7,917,881
-5,309,876
| -40% | -$108M | 0.17% | 61 |
|
|
2023
Q4 | $274M | Buy |
13,227,757
+11,212,038
| +556% | +$232M | 0.31% | 39 |
|
|
2023
Q3 | $35.8M | Buy |
2,015,719
+43,289
| +2% | +$768K | 0.05% | 199 |
|
|
2023
Q2 | $38.5M | Sell |
1,972,430
-63,301
| -3% | -$1.24M | 0.05% | 183 |
|
|
2023
Q1 | $39.7M | Sell |
2,035,731
-2,348,024
| -54% | -$45.8M | 0.06% | 170 |
|
|
2022
Q4 | $84.6M | Buy |
4,383,755
+2,675,540
| +157% | +$51.6M | 0.13% | 86 |
|
|
2022
Q3 | $31.9M | Buy |
1,708,215
+574,396
| +51% | +$10.7M | 0.06% | 170 |
|
|
2022
Q2 | $23.9M | Buy |
1,133,819
+707,930
| +166% | +$14.9M | 0.04% | 200 |
|
|
2022
Q1 | $10.6M | Buy |
425,889
+261,797
| +160% | +$6.52M | 0.02% | 294 |
|
|
2021
Q4 | $8.65M | Buy |
164,092
+3,596
| +2% | +$189K | 0.01% | 317 |
|
|
2021
Q3 | $7.33M | Buy |
160,496
+4,614
| +3% | +$211K | 0.01% | 321 |
|
|
2021
Q2 | $7.14M | Buy |
155,882
+1,293
| +0.8% | +$59.2K | 0.01% | 301 |
|
|
2021
Q1 | $6.35M | Buy |
154,589
+779
| +0.5% | +$32K | 0.01% | 300 |
|
|
2020
Q4 | $5.84M | Sell |
153,810
-11,511
| -7% | -$437K | 0.01% | 294 |
|
|
2020
Q3 | $5.85M | Sell |
165,321
-66,610
| -29% | -$2.36M | 0.02% | 274 |
|
|
2020
Q2 | $8.17M | Sell |
231,931
-95,812
| -29% | -$3.37M | 0.03% | 220 |
|
|
2020
Q1 | $10.7M | Buy |
327,743
+266,501
| +435% | +$8.72M | 0.04% | 176 |
|
|
2019
Q4 | $2.82M | Buy |
61,242
+22,410
| +58% | +$1.03M | 0.01% | 342 |
|
|
2019
Q3 | $1.83M | Sell |
38,832
-11,938
| -24% | -$563K | 0.01% | 393 |
|
|
2019
Q2 | $2.26M | Buy |
50,770
+6,683
| +15% | +$297K | 0.01% | 354 |
|
|
2019
Q1 | $1.96M | Sell |
44,087
-38,760
| -47% | -$1.72M | 0.01% | 368 |
|
|
2018
Q4 | $3.19M | Buy |
82,847
+78,508
| +1,809% | +$3.02M | 0.02% | 284 |
|
|
2018
Q3 | $181K | Buy |
4,339
+1,240
| +40% | +$51.7K | ﹤0.01% | 831 |
|
|
2018
Q2 | $129K | Sell |
3,099
-525
| -14% | -$21.9K | ﹤0.01% | 910 |
|
|
2018
Q1 | $139K | Sell |
3,624
-1,031
| -22% | -$39.5K | ﹤0.01% | 850 |
|
|
2017
Q4 | $193K | Buy |
4,655
+1,804
| +63% | +$74.8K | ﹤0.01% | 730 |
|
|
2017
Q3 | $117K | Buy |
2,851
+277
| +11% | +$11.4K | ﹤0.01% | 847 |
|
|
2017
Q2 | $106K | Sell |
2,574
-71
| -3% | -$2.92K | ﹤0.01% | 862 |
|
|
2017
Q1 | $108K | Buy |
2,645
+105
| +4% | +$4.29K | ﹤0.01% | 804 |
|
|
2016
Q4 | $104K | Buy |
+2,540
| New | +$104K | ﹤0.01% | 814 |
|
|
2016
Q3 | – | Sell |
-1,077
| Closed | -$47K | – | 1279 |
|
|
2016
Q2 | $47K | Buy |
1,077
+1,066
| +9,691% | +$46.5K | ﹤0.01% | 922 |
|
|
2016
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2267 |
|
|
2015
Q4 | – | Sell |
-223
| Closed | -$8K | – | 1811 |
|
|
2015
Q3 | $8K | Buy |
223
+42
| +23% | +$1.51K | ﹤0.01% | 1144 |
|
|
2015
Q2 | $7K | Buy |
181
+145
| +403% | +$5.61K | ﹤0.01% | 1068 |
|
|
2015
Q1 | $1K | Sell |
36
-117
| -76% | -$3.25K | ﹤0.01% | 1480 |
|
|
2014
Q4 | $6K | Buy |
+153
| New | +$6K | ﹤0.01% | 1247 |
|