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Vise Technologies’s Schwab US REIT ETF SCHH Stock Holding History

Vise Technologies’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 		$8.73M Hold
418,055
– – 0.17% 99
2025
Q4 		$8.73M Buy
418,055
+25,125
+6% +$533K 0.17% 99
2025
Q3 		$8.48M Buy
392,930
+11,456
+3% +$244K 0.32% 63
2025
Q2 		$8.07M Buy
+381,474
New +$7.99M 0.33% 56
2024
Q4 		$7.74M Buy
367,407
+16,533
+5% +$370K 0.64% 26
2024
Q3 		$8.13M Sell
350,874
-26,315
-7% -$576K 1.03% 19
2024
Q2 		$7.53M Buy
377,189
+38,806
+11% +$757K 1.32% 17
2024
Q1 		$6.87M Buy
338,383
+31,648
+10% +$634K 1.35% 16
2023
Q4 		$6.35M Buy
306,735
+12,807
+4% +$238K 1.37% 14
2023
Q3 		$5.22M Sell
293,928
-14,957
-5% -$288K 1.28% 16
2023
Q2 		$6.03M Buy
308,885
+7,255
+2% +$139K 1.46% 16
2023
Q1 		$5.88M Buy
301,630
+11,391
+4% +$228K 1.55% 12
2022
Q4 		$5.6M Buy
290,239
+8,622
+3% +$166K 1.75% 10
2022
Q3 		$5.26M Buy
281,617
+9,387
+3% +$203K 1.98% 9
2022
Q2 		$5.74M Buy
272,230
+102,365
+60% +$2.36M 2.23% 7
2022
Q1 		$4.23M Buy
+169,865
New +$4.1M 1.59% 11

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