Simplex Trading
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Simplex Trading’s Schwab US REIT ETF SCHH Stock Holding History

Simplex Trading’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
Q1 		– Sell
-156
Closed -$3K – 9532
2024
Q4 		$3K Buy
+156
New +$3.49K ﹤0.01% 7920
2024
Q2 		– Sell
-387
Closed -$7K – 9680
2024
Q1 		$7K Buy
+387
New +$7.76K ﹤0.01% 7855
2023
Q4 		– Sell
-765
Closed -$13K – 9705
2023
Q3 		$13K Buy
765
+17
+2% +$327 ﹤0.01% 7006
2023
Q2 		$14K Buy
+748
New +$14.3K ﹤0.01% 7117
2022
Q1 		– Sell
-2,200
Closed -$57K – 11272
2021
Q4 		$57K Buy
+2,200
New +$54.2K ﹤0.01% 7089
2020
Q4 		– Sell
-456
Closed -$8K – 8986
2020
Q3 		$8K Sell
456
-2,800
-86% -$50.4K ﹤0.01% 6907
2020
Q2 		$57K Buy
3,256
+400
+14% +$6.95K ﹤0.01% 5374
2020
Q1 		$46K Buy
2,856
+1,052
+58% +$22.4K ﹤0.01% 5220
2019
Q4 		$41K Buy
+1,804
New +$42K ﹤0.01% 5381
2019
Q3 		– Sell
-2,200
Closed -$48K – 7803
2019
Q2 		$48K Buy
+2,200
New +$49.1K ﹤0.01% 4895
2019
Q1 		– Sell
-68
Closed -$1K – 7758
2018
Q4 		$1K Sell
68
-2,342
-97% -$47.8K ﹤0.01% 6780
2018
Q3 		$50K Buy
+2,410
New +$50.9K ﹤0.01% 5165
2018
Q1 		– Sell
-2,850
Closed -$59K – 6773
2017
Q4 		$59K Buy
2,850
+2,646
+1,297% +$55K ﹤0.01% 2281
2017
Q3 		$4K Buy
+204
New +$4.2K ﹤0.01% 4601
2017
Q2 		– Sell
-288
Closed -$5K – 6707
2017
Q1 		$5K Buy
+288
New +$5.9K ﹤0.01% 4621
2015
Q4 		– Sell
-2,432
Closed -$45K – 6055
2015
Q3 		$45K Buy
2,432
+1,354
+126% +$25.4K ﹤0.01% 2078
2015
Q2 		$19K Buy
+1,078
New +$20.8K ﹤0.01% 2519

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
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Simplex Trading's SCHH Position: Q1 2025 in Review

Simplex Trading sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 156 shares — an estimated $3K sold.

Simplex Trading first reported a position in SCHH in Q2 2015 and held it in 17 quarters. The position peaked at $59K in Q4 2017. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Simplex Trading reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 156 Schwab US REIT ETF shares in Q1 2025, an estimated $3K.
  • Simplex Trading first reported a position in Schwab US REIT ETF in Q2 2015 and held it in 17 quarters.
  • Simplex Trading's Schwab US REIT ETF position peaked at $59K in Q4 2017.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.