SC
SCHH icon

Savant Capital’s Schwab US REIT ETF SCHH Stock Holding History

Savant Capital’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 		$683K Buy
31,794
+15,848
+99% +$347K ﹤0.01% 765
2025
Q4 		$333K Sell
15,946
-1,359
-8% -$28.8K ﹤0.01% 1002
2025
Q3 		$373K Buy
17,305
+2,030
+13% +$43.3K ﹤0.01% 920
2025
Q2 		$323K Buy
15,275
+5,724
+60% +$120K ﹤0.01% 927
2025
Q1 		$205K Sell
9,551
-975
-9% -$20.8K ﹤0.01% 999
2024
Q4 		$222K Sell
10,526
-1,020
-9% -$22.8K ﹤0.01% 1273
2024
Q3 		$268K Buy
+11,546
New +$253K ﹤0.01% 1148
2024
Q2 		– Sell
-10,829
Closed -$220K – 1330
2024
Q1 		$220K Sell
10,829
-571
-5% -$11.4K ﹤0.01% 1001
2023
Q4 		$236K Buy
+11,400
New +$212K ﹤0.01% 772
2022
Q3 		– Sell
-10,296
Closed -$217K – 570
2022
Q2 		$217K Buy
10,296
+1,514
+17% +$34.8K 0.01% 512
2022
Q1 		$219K Buy
+8,782
New +$212K 0.01% 529

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