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Tradewinds Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Tradewinds Capital 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
Q1 		$2.29K Buy
107
+7
+7% +$153 ﹤0.01% 543
2025
Q4 		$2.08K Buy
100
+45
+82% +$954 ﹤0.01% 527
2025
Q3 		$1.18K Hold
55
– – ﹤0.01% 557
2025
Q2 		$1.16K Hold
55
– – ﹤0.01% 514
2025
Q1 		$1.18K Sell
55
-500,662
-100% -$10.7M ﹤0.01% 529
2024
Q4 		$10.5M Buy
500,717
+500,662
+910,295% +$11.2M 2.78% 13
2024
Q3 		$1.27K Buy
55
+1
+2% +$22 ﹤0.01% 505
2024
Q2 		$1.07K Hold
54
– – ﹤0.01% 487
2024
Q1 		$1.09K Buy
54
+2
+4% +$40 ﹤0.01% 452
2023
Q4 		$1.08K Buy
+52
New +$966 ﹤0.01% 382
2023
Q2 		– Sell
-42
Closed -$819 – 508
2023
Q1 		$819 Sell
42
-480
-92% -$9.61K ﹤0.01% 394
2022
Q4 		$10.1K Sell
522
-13,242
-96% -$255K ﹤0.01% 216
2022
Q3 		$257K Sell
13,764
-426,989
-97% -$9.24M 0.11% 42
2022
Q2 		$9.29M Sell
440,753
-1,117,145
-72% -$25.7M 3.47% 10
2022
Q1 		$38.8M Buy
1,557,898
+1,217,778
+358% +$29.4M 6.29% 3
2021
Q4 		$8.96M Sell
340,120
-1,102,900
-76% -$27.2M 1.37% 20
2021
Q3 		$33M Buy
1,443,020
+1,442,980
+3,607,450% +$34.4M 5.6% 3
2021
Q2 		$1K Hold
40
– – ﹤0.01% 737
2021
Q1 		$1K Hold
40
– – ﹤0.01% 707
2020
Q4 		$1K Hold
40
– – ﹤0.01% 657
2020
Q3 		$1K Sell
40
-140
-78% -$2.52K ﹤0.01% 632
2020
Q2 		$3K Sell
180
-11,056
-98% -$192K ﹤0.01% 538
2020
Q1 		$184K Sell
11,236
-34,004
-75% -$726K 0.06% 88
2019
Q4 		$1.04M Buy
45,240
+338
+0.8% +$7.88K 0.33% 36
2019
Q3 		$1.06M Sell
44,902
-227,634
-84% -$5.22M 0.42% 27
2019
Q2 		$6.06M Buy
272,536
+226,784
+496% +$5.06M 2.47% 11
2019
Q1 		$1.02M Sell
45,752
-168
-0.4% -$3.57K 0.37% 36
2018
Q4 		$884K Sell
45,920
-6,280
-12% -$128K 0.43% 33
2018
Q3 		$1.09M Sell
52,200
-3,398
-6% -$71.8K 0.42% 36
2018
Q2 		$1.16M Sell
55,598
-5,526
-9% -$109K 0.49% 33
2018
Q1 		$1.17M Sell
61,124
-4,338
-7% -$83.6K 0.52% 33
2017
Q4 		$1.36M Sell
65,462
-202,482
-76% -$4.21M 0.66% 26
2017
Q3 		$5.51M Sell
267,944
-9,174
-3% -$189K 2.81% 8
2017
Q2 		$5.71M Buy
277,118
+86
+0% +$1.77K 3% 9
2017
Q1 		$5.65M Sell
277,032
-2,808
-1% -$57.5K 3.56% 4
2016
Q4 		$5.74M Sell
279,840
-605,008
-68% -$12.1M 3.79% 4
2016
Q3 		$18.9M Buy
884,848
+2,444
+0.3% +$53.6K 13.23% 2
2016
Q2 		$19.2M Buy
882,404
+28,272
+3% +$583K 13.73% 2
2016
Q1 		$17.7M Buy
854,132
+170,282
+25% +$3.27M 12.05% 2
2015
Q4 		$13.6M Buy
683,850
+423,712
+163% +$8.28M 9.79% 2
2015
Q3 		$4.84M Buy
260,138
+4,962
+2% +$93K 3.78% 3
2015
Q2 		$4.63M Buy
255,176
+4,646
+2% +$89.5K 3.25% 4
2015
Q1 		$5.08M Sell
250,530
-491,904
-66% -$10M 3.76% 3
2014
Q4 		$14.5M Sell
742,434
-4,170
-0.6% -$78.1K 10.45% 2
2014
Q3 		$12.7M Buy
746,604
+9,518
+1% +$170K 9.64% 2
2014
Q2 		$13M Buy
737,086
+513,022
+229% +$8.89M 9.92% 2
2014
Q1 		$3.71M Buy
224,064
+222,652
+15,769% +$3.57M 3.04% 3
2013
Q4 		$21K Buy
+1,412
New +$22K 0.02% 295

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 $124B 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 $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Tradewinds Capital Management's SCHH Position: Q1 2026 in Review

Tradewinds Capital Management increased its Schwab US REIT ETF (SCHH) stake by 7% in Q1 2026, buying an estimated $153 and bringing the position to 107 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Tradewinds Capital Management first reported a position in SCHH in Q4 2013 and has held it in 48 quarters since. The position peaked at $38.8M in Q1 2022. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Tradewinds Capital Management held 107 shares of Schwab US REIT ETF worth $2.29K as of Q1 2026.
  • Tradewinds Capital Management bought 7 Schwab US REIT ETF shares in Q1 2026, an estimated $153.
  • Schwab US REIT ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #543 holding.
  • Tradewinds Capital Management first reported a position in Schwab US REIT ETF in Q4 2013 and has held it in 48 quarters since.
  • Tradewinds Capital Management's Schwab US REIT ETF position peaked at $38.8M in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.