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

Atticus 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 		– Sell
-87
Closed -$1.83K – 544
2025
Q2 		$1.83K Buy
87
+1
+1% +$21 ﹤0.01% 571
2025
Q1 		$1.85K Buy
86
+1
+1% +$21 ﹤0.01% 454
2024
Q4 		$1.8K Hold
85
– – ﹤0.01% 475
2024
Q3 		$1.96K Sell
85
-10
-11% -$219 ﹤0.01% 468
2024
Q2 		$1.9K Sell
95
-53
-36% -$1.03K ﹤0.01% 465
2024
Q1 		$3.01K Buy
148
+1
+0.7% +$20 ﹤0.01% 464
2023
Q4 		$3.05K Buy
147
+1
+0.7% +$19 ﹤0.01% 463
2023
Q3 		$2.58K Buy
146
+2
+1% +$38 ﹤0.01% 484
2023
Q2 		$2.82K Buy
144
+1
+0.7% +$19 ﹤0.01% 472
2023
Q1 		$2.79K Buy
143
+1
+0.7% +$20 ﹤0.01% 458
2022
Q4 		$2.74K Buy
142
+2
+1% +$38 ﹤0.01% 449
2022
Q3 		$3K Hold
140
– – ﹤0.01% 479
2022
Q2 		$3K Buy
140
+1
+0.7% +$23 ﹤0.01% 512
2022
Q1 		$3K Sell
139
-1
-0.7% -$24 ﹤0.01% 507
2021
Q4 		$4K Buy
140
+2
+1% +$49 ﹤0.01% 401
2021
Q3 		$3K Buy
138
+16
+13% +$381 ﹤0.01% 378
2021
Q2 		$3K Hold
122
– – ﹤0.01% 345
2021
Q1 		$2K Sell
122
-984
-89% -$19.2K ﹤0.01% 321
2020
Q4 		$21K Buy
1,106
+138
+14% +$2.55K 0.01% 260
2020
Q3 		$17K Buy
968
+8
+0.8% +$144 0.01% 232
2020
Q2 		$17K Buy
960
+204
+27% +$3.54K 0.01% 221
2020
Q1 		$12K Sell
756
-400
-35% -$8.54K 0.01% 224
2019
Q4 		$27K Buy
+1,156
New +$26.9K 0.02% 206

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 19.34% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Atticus Wealth Management's SCHH Position: Q3 2025 in Review

Atticus Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 87 shares — an estimated $1.83K sold.

Atticus Wealth Management first reported a position in SCHH in Q4 2019 and held it in 23 quarters. The position peaked at $27K in Q4 2019. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Atticus Wealth Management reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 87 Schwab US REIT ETF shares in Q3 2025, an estimated $1.83K.
  • Atticus Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Schwab US REIT ETF position peaked at $27K in Q4 2019.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.