WC
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Waterloo Capital’s Schwab US REIT ETF SCHH Stock Holding History

Waterloo 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
2026
Q1 		$357K Buy
16,597
+13
+0.1% +$285 0.03% 369
2025
Q4 		$346K Sell
16,584
-5,321
-24% -$113K 0.03% 354
2025
Q3 		$472K Buy
21,905
+50
+0.2% +$1.07K 0.04% 289
2025
Q2 		$462K Sell
21,855
-26
-0.1% -$545 0.04% 278
2025
Q1 		$471K Sell
21,881
-1,139
-5% -$24.3K 0.04% 254
2024
Q4 		$485K Sell
23,020
-3,961
-15% -$88.5K 0.05% 232
2024
Q3 		$625K Sell
26,981
-7,430
-22% -$163K 0.07% 205
2024
Q2 		$687K Sell
34,411
-2,338
-6% -$45.6K 0.08% 183
2024
Q1 		$746K Sell
36,749
-6,514
-15% -$131K 0.1% 178
2023
Q4 		$896K Buy
+43,263
New +$804K 0.15% 149
2023
Q3 		– Sell
-10,845
Closed -$212K – 231
2023
Q2 		$212K Sell
10,845
-6,214
-36% -$119K 0.06% 183
2023
Q1 		$333K Buy
+17,059
New +$342K 0.1% 124

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