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Avidian Wealth Enterprises’s Schwab US REIT ETF SCHH Stock Holding History

Avidian Wealth Enterprises’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
-10,741
Closed -$231K – 573
2025
Q1 		$231K Buy
10,741
+44
+0.4% +$940 0.01% 478
2024
Q4 		$225K Sell
10,697
-583
-5% -$13K 0.01% 461
2024
Q3 		$261K Buy
11,280
+1,135
+11% +$24.8K 0.01% 423
2024
Q2 		$203K Buy
+10,145
New +$198K 0.01% 479

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 $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Avidian Wealth Enterprises's SCHH Position: Q2 2025 in Review

Avidian Wealth Enterprises sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 10,741 shares — an estimated $231K sold.

Avidian Wealth Enterprises first reported a position in SCHH in Q2 2024 and held it in 4 quarters. The position peaked at $261K in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Avidian Wealth Enterprises reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,741 Schwab US REIT ETF shares in Q2 2025, an estimated $231K.
  • Avidian Wealth Enterprises first reported a position in Schwab US REIT ETF in Q2 2024 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Schwab US REIT ETF position peaked at $261K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2025, filed 30 Jul 2025.