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Whittier Trust’s Schwab US REIT ETF SCHH Stock Holding History

Whittier Trust’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
Q3 		– Sell
-7,144
Closed -$151K – 1575
2025
Q2 		$151K Hold
7,144
– – ﹤0.01% 713
2025
Q1 		$154K Hold
7,144
– – ﹤0.01% 703
2024
Q4 		$150K Sell
7,144
-4,423
-38% -$98.9K ﹤0.01% 713
2024
Q3 		$268K Hold
11,567
– – ﹤0.01% 620
2024
Q2 		$231K Hold
11,567
– – ﹤0.01% 628
2024
Q1 		$235K Hold
11,567
– – ﹤0.01% 617
2023
Q4 		$239K Buy
+11,567
New +$215K ﹤0.01% 611
2022
Q3 		– Sell
-50
Closed -$1K – 1749
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1644
2022
Q1 		$1K Buy
+50
New +$1.21K ﹤0.01% 1667
2021
Q4 		– Sell
-2,600
Closed -$59K – 1605
2021
Q3 		$59K Hold
2,600
– – ﹤0.01% 896
2021
Q2 		$60K Hold
2,600
– – ﹤0.01% 916
2021
Q1 		$53K Hold
2,600
– – ﹤0.01% 918
2020
Q4 		$49K Buy
+2,600
New +$48.1K ﹤0.01% 860
2020
Q1 		– Sell
-34
Closed -$1K – 1574
2019
Q4 		$1K Sell
34
-60
-64% -$1.4K ﹤0.01% 1464
2019
Q3 		$2K Buy
+94
New +$2.16K ﹤0.01% 1393
2019
Q2 		– Sell
-50
Closed -$1K – 1446
2019
Q1 		$1K Buy
+50
New +$1.06K ﹤0.01% 1339
2015
Q4 		– Sell
-1,158
Closed -$22K – 1230
2015
Q3 		$22K Buy
1,158
+8
+0.7% +$150 ﹤0.01% 848
2015
Q2 		$21K Sell
1,150
-1,156
-50% -$22.3K ﹤0.01% 889
2015
Q1 		$47K Buy
2,306
+1,368
+146% +$27.9K ﹤0.01% 737
2014
Q4 		$18K Buy
+938
New +$17.6K ﹤0.01% 797

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Whittier Trust's SCHH Position: Q3 2025 in Review

Whittier Trust sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 7,144 shares — an estimated $151K sold.

Whittier Trust first reported a position in SCHH in Q4 2014 and held it in 20 quarters. The position peaked at $268K in Q3 2024. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Whittier Trust reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 7,144 Schwab US REIT ETF shares in Q3 2025, an estimated $151K.
  • Whittier Trust first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 20 quarters.
  • Whittier Trust's Schwab US REIT ETF position peaked at $268K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.