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Armstrong Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Armstrong Advisory Group’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
Q2 		– Sell
-90
Closed -$1.9K – 971
2025
Q1 		$1.9K Hold
90
– – ﹤0.01% 787
2024
Q4 		$1.9K Hold
90
– – ﹤0.01% 787
2024
Q3 		$2.09K Buy
+90
New +$1.97K ﹤0.01% 730

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Armstrong Advisory Group's SCHH Position: Q2 2025 in Review

Armstrong Advisory Group sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 90 shares — an estimated $1.9K sold.

Armstrong Advisory Group first reported a position in SCHH in Q3 2024 and held it in 3 quarters. The position peaked at $2.09K in Q3 2024. 518 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Armstrong Advisory Group reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 90 Schwab US REIT ETF shares in Q2 2025, an estimated $1.9K.
  • Armstrong Advisory Group first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 3 quarters.
  • Armstrong Advisory Group's Schwab US REIT ETF position peaked at $2.09K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.