T
SCHH icon

Tidemark’s Schwab US REIT ETF SCHH Stock Holding History

Tidemark’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 		$12.1K Buy
561
+168
+43% +$3.68K ﹤0.01% 443
2025
Q4 		$8.2K Buy
393
+189
+93% +$4.01K ﹤0.01% 449
2025
Q3 		$4.39K Buy
204
+2
+1% +$43 ﹤0.01% 539
2025
Q2 		$4.28K Buy
202
+1
+0.5% +$21 ﹤0.01% 543
2025
Q1 		$4.31K Buy
201
+1
+0.5% +$21 ﹤0.01% 546
2024
Q4 		$4.2K Buy
200
+3
+2% +$67 ﹤0.01% 528
2024
Q3 		$4.58K Buy
197
+3
+2% +$66 ﹤0.01% 498
2024
Q2 		$3.88K Hold
194
– – ﹤0.01% 486
2024
Q1 		$3.95K Buy
194
+1
+0.5% +$20 ﹤0.01% 539
2023
Q4 		$4K Buy
+193
New +$3.59K ﹤0.01% 536

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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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