Sumitomo Mitsui Trust Group
SCHH icon

Sumitomo Mitsui Trust Group’s Schwab US REIT ETF SCHH Stock Holding History

Sumitomo Mitsui Trust Group’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 		$232K Sell
10,786
-2,543
-19% -$55.7K ﹤0.01% 1024
2025
Q4 		$278K Sell
13,329
-10,770
-45% -$228K ﹤0.01% 1018
2025
Q3 		$520K Buy
24,099
+3,710
+18% +$79.1K ﹤0.01% 936
2025
Q2 		$431K Buy
20,389
+7,976
+64% +$167K ﹤0.01% 943
2025
Q1 		$267K Buy
+12,413
New +$265K ﹤0.01% 997
2024
Q4 		– Sell
-35,798
Closed -$829K – 1063
2024
Q3 		$829K Buy
35,798
+9,080
+34% +$199K ﹤0.01% 911
2024
Q2 		$534K Sell
26,718
-15,949
-37% -$311K ﹤0.01% 961
2024
Q1 		$866K Buy
42,667
+4,037
+10% +$80.9K ﹤0.01% 976
2023
Q4 		$800K Buy
+38,630
New +$718K ﹤0.01% 997
2023
Q3 		– Sell
-37,206
Closed -$727K – 1157
2023
Q2 		$727K Buy
37,206
+15,399
+71% +$295K ﹤0.01% 1027
2023
Q1 		$425K Buy
21,807
+2,518
+13% +$50.4K ﹤0.01% 1081
2022
Q4 		$372K Buy
+19,289
New +$371K ﹤0.01% 1133

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Two Sigma Investments
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Envestnet Asset Management
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DI
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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