Carolinas Wealth Consulting’s Schwab US REIT ETF SCHH Stock Holding History

Carolinas Wealth Consulting’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	-96	Closed	-$2.06K	–	769
2025 Q1	$2.06K	Hold	96	–	–	﹤0.01%	795
2024 Q4	$2.02K	Hold	96	–	–	﹤0.01%	831
2024 Q3	$2.23K	Hold	96	–	–	﹤0.01%	797
2024 Q2	$1.94K	Hold	96	–	–	﹤0.01%	807
2024 Q1	$1.95K	Hold	96	–	–	﹤0.01%	797
2023 Q4	$1.99K	Sell	96 -188	-66%	-$3.49K	﹤0.01%	740
2023 Q3	$4.89K	Buy	284 +188	+196%	+$3.62K	﹤0.01%	604
2023 Q2	$1.88K	Hold	96	–	–	﹤0.01%	824
2023 Q1	$1.87K	Hold	96	–	–	﹤0.01%	820
2022 Q4	$1.85K	Hold	96	–	–	﹤0.01%	820
2022 Q3	$2K	Hold	96	–	–	﹤0.01%	775
2022 Q2	$2K	Hold	96	–	–	﹤0.01%	777
2022 Q1	$2K	Hold	96	–	–	﹤0.01%	809
2021 Q4	$3K	Hold	96	–	–	﹤0.01%	792
2021 Q3	$2K	Hold	96	–	–	﹤0.01%	808
2021 Q2	$2K	Buy	+96	New	+$2.13K	﹤0.01%	822

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's SCHH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 96 shares — an estimated $2.06K sold.

Carolinas Wealth Consulting first reported a position in SCHH in Q2 2021 and held it in 16 quarters. The position peaked at $4.89K in Q3 2023. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 96 Schwab US REIT ETF shares in Q2 2025, an estimated $2.06K.
Carolinas Wealth Consulting first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 16 quarters.
Carolinas Wealth Consulting's Schwab US REIT ETF position peaked at $4.89K in Q3 2023.
517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.