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Clearview Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Clearview Wealth 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
Q4 		$1.22M Sell
58,227
-131
-0.2% -$2.78K 0.77% 30
2025
Q3 		$1.26M Buy
58,358
+662
+1% +$14.1K 0.81% 29
2025
Q2 		$1.22M Buy
57,696
+666
+1% +$14K 0.85% 28
2025
Q1 		$1.23M Sell
57,030
-594
-1% -$12.7K 0.92% 26
2024
Q4 		$1.21M Buy
57,624
+231
+0.4% +$5.16K 0.92% 28
2024
Q3 		$1.33M Buy
57,393
+1,698
+3% +$37.2K 1.02% 24
2024
Q2 		$1.11M Buy
+55,695
New +$1.09M 0.97% 25

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearview Wealth Advisors's SCHH Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 0.22% in Q4 2025, selling an estimated $2.78K and leaving 58,227 shares worth $1.22M. The position accounts for 0.77% of the portfolio, ranked #30.

Clearview Wealth Advisors first reported a position in SCHH in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q3 2024. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Clearview Wealth Advisors held 58,227 shares of Schwab US REIT ETF worth $1.22M as of Q4 2025.
  • Clearview Wealth Advisors sold 131 Schwab US REIT ETF shares in Q4 2025, an estimated $2.78K.
  • Schwab US REIT ETF made up 0.77% of Clearview Wealth Advisors's portfolio in Q4 2025, its #30 holding.
  • Clearview Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 7 quarters since.
  • Clearview Wealth Advisors's Schwab US REIT ETF position peaked at $1.33M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.