TC
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TownSquare Capital’s Schwab US REIT ETF SCHH Stock Holding History

TownSquare Capital’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
Q2 		– Sell
-379,595
Closed -$8.17M – 1418
2025
Q1 		$8.17M Buy
379,595
+22,553
+6% +$482K 0.09% 221
2024
Q4 		$7.52M Sell
357,042
-3,709
-1% -$82.9K 0.08% 219
2024
Q3 		$8.36M Buy
360,751
+16,163
+5% +$354K 0.1% 193
2024
Q2 		$6.88M Buy
344,588
+35,665
+12% +$696K 0.09% 206
2024
Q1 		$6.27M Buy
308,923
+298,143
+2,766% +$5.98M 0.09% 212
2023
Q4 		$223K Buy
10,780
+139
+1% +$2.58K ﹤0.01% 1017
2023
Q3 		$189K Buy
+10,641
New +$205K ﹤0.01% 1044
2020
Q2 		– Sell
-46,812
Closed -$797K – 434
2020
Q1 		$797K Buy
46,812
+4,754
+11% +$101K 0.06% 203
2019
Q4 		$967K Buy
42,058
+986
+2% +$23K 0.08% 180
2019
Q3 		$952K Buy
41,072
+14,372
+54% +$330K 0.08% 186
2019
Q2 		$603K Buy
+26,700
New +$596K 0.06% 233

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Cerity Partners
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Ameriprise
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BEI
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RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return