SS
SCHH icon

Sunbelt Securities’s Schwab US REIT ETF SCHH Stock Holding History

Sunbelt Securities’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 		$17.1K Buy
796
+21
+3% +$460 ﹤0.01% 1337
2025
Q4 		$16.2K Hold
775
– – ﹤0.01% 1313
2025
Q3 		$16.7K Buy
775
+573
+284% +$12.2K ﹤0.01% 1313
2025
Q2 		$4.25K Sell
202
-658
-77% -$13.8K ﹤0.01% 1483
2025
Q1 		$18.5K Buy
860
+658
+326% +$14.1K ﹤0.01% 1141
2024
Q4 		$4.21K Sell
202
-430
-68% -$9.61K ﹤0.01% 1486
2024
Q3 		$14.6K Buy
632
+1
+0.2% +$22 ﹤0.01% 1223
2024
Q2 		$12.6K Sell
631
-50
-7% -$975 ﹤0.01% 1220
2024
Q1 		$13.8K Buy
681
+25
+4% +$501 ﹤0.01% 1167
2023
Q4 		$13.6K Sell
656
-571
-47% -$10.6K ﹤0.01% 1109
2023
Q3 		$21.8K Buy
1,227
+126
+11% +$2.42K ﹤0.01% 997
2023
Q2 		$21.5K Buy
1,101
+54
+5% +$1.03K ﹤0.01% 1004
2023
Q1 		$20K Buy
+1,047
New +$21K ﹤0.01% 962
2020
Q2 		– Sell
-37,508
Closed -$716K – 368
2020
Q1 		$716K Buy
+37,508
New +$800K 0.03% 180

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Two Sigma Investments
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Envestnet Asset Management
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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