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

Avantax 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
Q2 		$1.96M Sell
92,612
-2,640
-3% -$55.3K 0.01% 810
2025
Q1 		$2.05M Sell
95,252
-1,395
-1% -$29.8K 0.01% 726
2024
Q4 		$2.04M Buy
96,647
+4,835
+5% +$108K 0.01% 700
2024
Q3 		$2.13M Sell
91,812
-8,283
-8% -$181K 0.01% 675
2024
Q2 		$2M Buy
100,095
+26,027
+35% +$508K 0.01% 662
2024
Q1 		$1.5M Sell
74,068
-6,161
-8% -$124K 0.01% 625
2023
Q4 		$1.66M Buy
80,229
+20,682
+35% +$384K 0.02% 560
2023
Q3 		$1.06M Buy
59,547
+1,236
+2% +$23.8K 0.01% 670
2023
Q2 		$1.14M Buy
58,311
+774
+1% +$14.8K 0.01% 634
2023
Q1 		$1.12M Sell
57,537
-39,981
-41% -$801K 0.01% 627
2022
Q4 		$1.88M Buy
97,518
+39,136
+67% +$753K 0.03% 441
2022
Q3 		$1.09M Buy
58,382
+8,003
+16% +$173K 0.02% 535
2022
Q2 		$1.06M Buy
50,379
+8,455
+20% +$195K 0.02% 532
2022
Q1 		$1.04M Buy
41,924
+2,448
+6% +$59.1K 0.01% 533
2021
Q4 		$1.04M Buy
39,476
+4,950
+14% +$122K 0.02% 528
2021
Q3 		$787K Buy
34,526
+15,458
+81% +$369K 0.01% 561
2021
Q2 		$437K Buy
19,068
+2,042
+12% +$45.4K 0.01% 753
2021
Q1 		$350K Sell
17,026
-13,862
-45% -$271K 0.01% 746
2020
Q4 		$587K Buy
30,888
+4,690
+18% +$86.8K 0.01% 504
2020
Q3 		$464K Sell
26,198
-2,534
-9% -$45.6K 0.01% 824
2020
Q2 		$507K Sell
28,732
-59,430
-67% -$1.03M 0.01% 480
2020
Q1 		$1.45M Buy
88,162
+56,612
+179% +$1.21M 0.04% 239
2019
Q4 		$723K Buy
+31,550
New +$735K 0.02% 397

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
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Avantax Advisory Services's SCHH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Schwab US REIT ETF (SCHH) stake by 2.8% in Q2 2025, selling an estimated $55.3K and leaving 92,612 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #810.

Avantax Advisory Services first reported a position in SCHH in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.13M in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Avantax Advisory Services held 92,612 shares of Schwab US REIT ETF worth $1.96M as of Q2 2025.
  • Avantax Advisory Services sold 2,640 Schwab US REIT ETF shares in Q2 2025, an estimated $55.3K.
  • Schwab US REIT ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #810 holding.
  • Avantax Advisory Services first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Schwab US REIT ETF position peaked at $2.13M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.