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SCHH icon

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

Shearwater 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
2024
Q4 		– Sell
-8,698
Closed -$202K – 47
2024
Q3 		$202K Buy
+8,698
New +$190K 0.14% 47
2022
Q3 		– Sell
-1,498
Closed -$211K – 36
2022
Q2 		$211K Sell
1,498
-14
-0.9% -$322 0.23% 34
2022
Q1 		$248K Sell
1,512
-482
-24% -$11.6K 0.23% 37
2021
Q4 		$288K Buy
+1,994
New +$49.1K 0.25% 31

Other funds holding SCHH

Financial Engines Advisors
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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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return