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American Capital Advisory’s Schwab US REIT ETF SCHH Stock Holding History

American Capital Advisory’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
Q1 		– Sell
-279
Closed -$5.88K – 837
2024
Q4 		$5.88K Buy
279
+3
+1% +$67 ﹤0.01% 334
2024
Q3 		$6.4K Buy
276
+1
+0.4% +$22 ﹤0.01% 329
2024
Q2 		$5.69K Sell
275
-38
-12% -$741 ﹤0.01% 297
2024
Q1 		$6.1K Buy
313
+38
+14% +$762 0.01% 294
2023
Q4 		$5.69K Buy
+275
New +$5.11K ﹤0.01% 297

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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

American Capital Advisory's SCHH Position: Q1 2025 in Review

American Capital Advisory sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 279 shares — an estimated $5.88K sold.

American Capital Advisory first reported a position in SCHH in Q4 2023 and held it in 5 quarters. The position peaked at $6.4K in Q3 2024. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • American Capital Advisory reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • American Capital Advisory sold 279 Schwab US REIT ETF shares in Q1 2025, an estimated $5.88K.
  • American Capital Advisory first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 5 quarters.
  • American Capital Advisory's Schwab US REIT ETF position peaked at $6.4K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on American Capital Advisory's 13F filing for Q1 2025, filed 28 Apr 2025.