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Ameritas Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-127
Closed -$2.75K – 1907
2025
Q3 		$2.75K Sell
127
-4,331
-97% -$92.4K ﹤0.01% 1940
2025
Q2 		$94.3K Buy
+4,458
New +$93.4K ﹤0.01% 1024
2023
Q2 		– Sell
-7,034
Closed -$136K – 2172
2023
Q1 		$136K Buy
+7,034
New +$141K 0.01% 900

Other funds holding SCHH

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US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ameritas Advisory Services's SCHH Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 127 shares — an estimated $2.75K sold.

Ameritas Advisory Services first reported a position in SCHH in Q1 2023 and held it in 3 quarters. The position peaked at $136K in Q1 2023. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 127 Schwab US REIT ETF shares in Q4 2025, an estimated $2.75K.
  • Ameritas Advisory Services first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Schwab US REIT ETF position peaked at $136K in Q1 2023.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.