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Abich Financial Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Abich Financial Wealth Management’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 		$7.76K Buy
+360
New +$7.68K ﹤0.01% 483
2024
Q3 		$14.2K Buy
612
+444
+264% +$9.72K 0.03% 172
2024
Q2 		$3.35K Sell
168
-1,459
-90% -$28.5K ﹤0.01% 393
2024
Q1 		$33K Buy
1,627
+1,608
+8,463% +$32.2K 0.03% 177
2023
Q4 		$393 Buy
+19
New +$353 ﹤0.01% 413

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 $20.9B AUM 19.34% 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 $11B AUM 18.22% 1-Year Est. Return

Abich Financial Wealth Management's SCHH Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q3 2025: 360 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SCHH as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SCHH in Q4 2023 and has held it in 5 quarters since. The position peaked at $33K in Q1 2024. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Abich Financial Wealth Management held 360 shares of Schwab US REIT ETF worth $7.76K as of Q3 2025.
  • Schwab US REIT ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #483 holding.
  • Abich Financial Wealth Management first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's Schwab US REIT ETF position peaked at $33K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.