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Waverly Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Waverly Advisors’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 		$16M Buy
746,140
+718,499
+2,599% +$15.8M 0.12% 168
2025
Q4 		$577K Buy
27,641
+3,246
+13% +$68.8K ﹤0.01% 957
2025
Q3 		$526K Sell
24,395
-4,606
-16% -$98.2K 0.01% 835
2025
Q2 		$614K Sell
29,001
-3,484
-11% -$73K 0.01% 751
2025
Q1 		$699K Buy
32,485
+4,414
+16% +$94.3K 0.01% 691
2024
Q4 		$591K Buy
28,071
+1,015
+4% +$22.7K 0.01% 646
2024
Q3 		$627K Sell
27,056
-3,165
-10% -$69.3K 0.01% 541
2024
Q2 		$604K Buy
30,221
+2,128
+8% +$41.5K 0.01% 531
2024
Q1 		$570K Buy
28,093
+16,741
+147% +$336K 0.01% 456
2023
Q4 		$235K Buy
+11,352
New +$211K 0.01% 393
2015
Q1 		– Sell
-1,804
Closed -$35K – 419
2014
Q4 		$35K Hold
1,804
– – 0.02% 162
2014
Q3 		$31K Buy
1,804
+784
+77% +$14K 0.02% 281
2014
Q2 		$18K Buy
+1,020
New +$17.7K 0.01% 350

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