NWAM LLC
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NWAM LLC’s Schwab US REIT ETF SCHH Stock Holding History

NWAM LLC’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
Q3 		$444K Sell
20,123
-220
-1% -$5.22K 0.02% 488
2026
Q2 		$482K Buy
20,343
+903
+5% +$21.1K 0.02% 458
2026
Q1 		$418K Sell
19,440
-12
-0.1% -$263 0.02% 444
2025
Q4 		$407K Sell
19,452
-304
-2% -$6.45K 0.02% 437
2025
Q3 		$427K Buy
19,756
+381
+2% +$8.13K 0.02% 449
2025
Q2 		$410K Buy
+19,375
New +$406K 0.02% 437
2025
Q1 		– Sell
-18,731
Closed -$394K – 587
2024
Q4 		$394K Sell
18,731
-2,406
-11% -$53.8K 0.02% 429
2024
Q3 		$490K Buy
+21,137
New +$463K 0.03% 384
2024
Q2 		– Sell
-19,818
Closed -$399K – 445
2024
Q1 		$399K Buy
19,818
+4,168
+27% +$83.6K 0.03% 378
2023
Q4 		$324K Buy
+15,650
New +$291K 0.03% 420
2023
Q3 		– Sell
-19,911
Closed -$389K – 538
2023
Q2 		$389K Buy
+19,911
New +$382K 0.03% 371
2023
Q1 		– Sell
-22,975
Closed -$443K – 538
2022
Q4 		$443K Buy
22,975
+11,501
+100% +$221K 0.04% 332
2022
Q3 		$214K Sell
11,474
-5,124
-31% -$111K 0.02% 449
2022
Q2 		$351K Buy
16,598
+5,124
+45% +$118K 0.03% 376
2022
Q1 		$286K Sell
11,474
-810
-7% -$19.5K 0.02% 432
2021
Q4 		$324K Sell
12,284
-2,986
-20% -$73.6K 0.03% 404
2021
Q3 		$349K Sell
15,270
-184
-1% -$4.39K 0.03% 380
2021
Q2 		$354K Buy
15,454
+600
+4% +$13.3K 0.03% 356
2021
Q1 		$305K Buy
14,854
+902
+6% +$17.6K 0.03% 380
2020
Q4 		$265K Buy
+13,952
New +$258K 0.03% 368
2020
Q3 		– Sell
-13,924
Closed -$245K – 395
2020
Q2 		$245K Buy
+13,924
New +$242K 0.03% 352

Other funds holding SCHH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DUMAC Inc
DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Mason Street Advisors
Mason Street Advisors Milwaukee, Wisconsin $1.06B AUM 4.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

NWAM LLC's SCHH Position: Q3 2026 in Review

NWAM LLC reduced its Schwab US REIT ETF (SCHH) stake by 1.1% in Q3 2026, selling an estimated $5.22K and leaving 20,123 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #488.

NWAM LLC first reported a position in SCHH in Q2 2020 and has held it in 21 quarters since. The position peaked at $490K in Q3 2024. 532 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • NWAM LLC held 20,123 shares of Schwab US REIT ETF worth $444K as of Q3 2026.
  • NWAM LLC sold 220 Schwab US REIT ETF shares in Q3 2026, an estimated $5.22K.
  • Schwab US REIT ETF made up 0.02% of NWAM LLC's portfolio in Q3 2026, its #488 holding.
  • NWAM LLC first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 21 quarters since.
  • NWAM LLC's Schwab US REIT ETF position peaked at $490K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.