Reflection Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Reflection Asset Management’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	$13.4K	Buy	+644	New	+$13.7K	0.01%	448

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Reflection Asset Management's SCHH Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Schwab US REIT ETF (SCHH) in Q4 2025: 644 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings.

556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

Reflection Asset Management held 644 shares of Schwab US REIT ETF worth $13.4K as of Q4 2025.
Schwab US REIT ETF was a new Reflection Asset Management position in Q4 2025.
Schwab US REIT ETF made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #448 holding.
556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.