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Calton & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Calton & Associates’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
-17,811
Closed -$377K – 456
2025
Q2 		$377K Sell
17,811
-50
-0.3% -$1.05K 0.07% 250
2025
Q1 		$384K Buy
+17,861
New +$382K 0.09% 208

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Calton & Associates's SCHH Position: Q3 2025 in Review

Calton & Associates sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 17,811 shares — an estimated $377K sold.

Calton & Associates first reported a position in SCHH in Q1 2025 and held it in 2 quarters. The position peaked at $384K in Q1 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Calton & Associates reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 17,811 Schwab US REIT ETF shares in Q3 2025, an estimated $377K.
  • Calton & Associates first reported a position in Schwab US REIT ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's Schwab US REIT ETF position peaked at $384K in Q1 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.