Thompson Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Thompson Investment Management’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 Q2	$428K	Buy	18,086 +898	+5%	+$20.9K	0.05%	146
2026 Q1	$369K	Buy	17,188 +838	+5%	+$18.4K	0.05%	143
2025 Q4	$342K	Buy	16,350 +881	+6%	+$18.7K	0.04%	143
2025 Q3	$334K	Buy	15,469 +768	+5%	+$16.4K	0.04%	145
2025 Q2	$311K	Buy	14,701 +936	+7%	+$19.6K	0.04%	151
2025 Q1	$296K	Buy	13,765 +230	+2%	+$4.92K	0.04%	149
2024 Q4	$285K	Buy	13,535 +951	+8%	+$21.3K	0.04%	157
2024 Q3	$292K	Sell	12,584 -6	-0%	-$131	0.04%	154
2024 Q2	$251K	Buy	12,590 +1,058	+9%	+$20.6K	0.04%	153
2024 Q1	$234K	Buy	11,532 +1,505	+15%	+$30.2K	0.04%	164
2023 Q4	$208K	Buy	10,027 +8,253	+465%	+$153K	0.03%	172
2023 Q3	$31.5K	Buy	1,774 +108	+6%	+$2.08K	0.01%	264
2023 Q2	$32.5K	Buy	1,666 +65	+4%	+$1.25K	0.01%	271
2023 Q1	$31.2K	Buy	+1,601	New	+$32.1K	0.01%	276

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return