Balanced Portfolio SCHH Holdings History
Balanced Portfolio's Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, NORTHWESTERN MUTUAL SERIES FUND INC held 1.30 Mil shares of Schwab U.S. REIT ETF(SCHH), totaling $27.90 Mil. This investment constitutes 4.05% of their stock portfolio, and NORTHWESTERN MUTUAL SERIES FUND INC now holds 0.35% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2024Q2. And since then Balanced Portfolio has made 1 purchases of SCHH, at an average price of $19.50, for a total of 1.51 Mil shares. In addition, there have been 2 sales at an average price of $22.03 for 216,200.00 shares. Based on historical transaction data and SCHH's current price of $21.35, Balanced Portfolio's estimated gain on his SCHH holdings is $2.95 Mil, reflecting a 9.98% gain to date.
Balanced Portfolio SCHH ($21.35) Holding Chart
Balanced Portfolio SCHH ($21.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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