PPH
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Pure Portfolios Holdings’s Schwab US REIT ETF SCHH Stock Holding History

Pure Portfolios Holdings’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
2025
Q4 		$13.4M Buy
641,124
+16,111
+3% +$342K 4.03% 8
2025
Q3 		$13.5M Buy
625,013
+36,354
+6% +$775K 4.22% 8
2025
Q2 		$12.5M Sell
588,659
-13,132
-2% -$275K 4.22% 7
2025
Q1 		$12.9M Buy
601,791
+26,713
+5% +$571K 4.76% 6
2024
Q4 		$12.1M Buy
575,078
+34,069
+6% +$761K 4.5% 7
2024
Q3 		$12.5M Buy
+541,009
New +$11.8M 4.73% 6

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pure Portfolios Holdings's SCHH Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Schwab US REIT ETF (SCHH) stake by 2.6% in Q4 2025, buying an estimated $342K and bringing the position to 641,124 shares worth $13.4M. The position accounts for 4.03% of the portfolio, ranked #8.

Pure Portfolios Holdings first reported a position in SCHH in Q3 2024 and has held it in 6 quarters since. The position peaked at $13.5M in Q3 2025. 557 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Pure Portfolios Holdings held 641,124 shares of Schwab US REIT ETF worth $13.4M as of Q4 2025.
  • Pure Portfolios Holdings bought 16,111 Schwab US REIT ETF shares in Q4 2025, an estimated $342K.
  • Schwab US REIT ETF made up 4.03% of Pure Portfolios Holdings's portfolio in Q4 2025, its #8 holding.
  • Pure Portfolios Holdings first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 6 quarters since.
  • Pure Portfolios Holdings's Schwab US REIT ETF position peaked at $13.5M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.