SEI Investments
SCHH icon

SEI Investments’s Schwab US REIT ETF SCHH Stock Holding History

SEI Investments’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 		$443K Sell
20,595
-776
-4% -$17K ﹤0.01% 2696
2025
Q4 		$446K Buy
+21,371
New +$453K ﹤0.01% 2550
2018
Q3 		– Sell
-23,914
Closed -$500K – 3284
2018
Q2 		$500K Buy
23,914
+4,440
+23% +$87.8K ﹤0.01% 1813
2018
Q1 		$372K Sell
19,474
-354
-2% -$6.82K ﹤0.01% 1704
2017
Q4 		$413K Buy
19,828
+1,468
+8% +$30.5K ﹤0.01% 1721
2017
Q3 		$378K Buy
18,360
+170
+0.9% +$3.5K ﹤0.01% 1709
2017
Q2 		$375K Buy
18,190
+11,668
+179% +$240K ﹤0.01% 1711
2017
Q1 		$133K Buy
6,522
+822
+14% +$16.8K ﹤0.01% 1863
2016
Q4 		$116K Sell
5,700
-1,268
-18% -$25.5K ﹤0.01% 1921
2016
Q3 		$148K Buy
6,968
+260
+4% +$5.7K ﹤0.01% 1759
2016
Q2 		$146K Sell
6,708
-150
-2% -$3.1K ﹤0.01% 1639
2016
Q1 		$142K Sell
6,858
-300
-4% -$5.77K ﹤0.01% 1597
2015
Q4 		$142K Buy
+7,158
New +$140K ﹤0.01% 1626
2015
Q3 		– Sell
-2
Closed – – 2572
2015
Q2 		$0 Hold
2
– – ﹤0.01% 2351
2015
Q1 		$0 Sell
2
-2
-50% -$41 ﹤0.01% 2346
2014
Q4 		$0 Buy
+4
New +$75 ﹤0.01% 2255

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