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Capital Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Capital Investment Advisors’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
-10,096
Closed -$214K – 752
2025
Q2 		$214K Buy
+10,096
New +$212K ﹤0.01% 652
2019
Q4 		– Sell
-8,592
Closed -$203K – 526
2019
Q3 		$203K Buy
8,592
+62
+0.7% +$1.42K 0.01% 476
2019
Q2 		$190K Sell
8,530
-1,048
-11% -$23.4K 0.01% 470
2019
Q1 		$213K Buy
+9,578
New +$203K 0.01% 444

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 $11B AUM 18.22% 1-Year Est. Return

Capital Investment Advisors's SCHH Position: Q3 2025 in Review

Capital Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 10,096 shares — an estimated $214K sold.

Capital Investment Advisors first reported a position in SCHH in Q1 2019 and held it in 4 quarters. The position peaked at $214K in Q2 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Capital Investment Advisors reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 10,096 Schwab US REIT ETF shares in Q3 2025, an estimated $214K.
  • Capital Investment Advisors first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 4 quarters.
  • Capital Investment Advisors's Schwab US REIT ETF position peaked at $214K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Capital Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.