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

Cobblestone Capital 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 		$276K Buy
12,810
+170
+1% +$3.63K 0.01% 264
2025
Q2 		$267K Sell
12,640
-855
-6% -$17.9K 0.01% 259
2025
Q1 		$290K Sell
13,495
-4,040
-23% -$86.3K 0.02% 248
2024
Q4 		$369K Sell
17,535
-1,740
-9% -$38.9K 0.02% 215
2024
Q3 		$447K Sell
19,275
-135
-0.7% -$2.95K 0.03% 203
2024
Q2 		$388K Buy
19,410
+1,740
+10% +$33.9K 0.02% 201
2024
Q1 		$359K Sell
17,670
-650
-4% -$13K 0.02% 211
2023
Q4 		$379K Hold
18,320
– – 0.03% 199
2023
Q3 		$325K Hold
18,320
– – 0.02% 198
2023
Q2 		$358K Buy
18,320
+1,190
+7% +$22.8K 0.03% 197
2023
Q1 		$334K Hold
17,130
– – 0.02% 204
2022
Q4 		$330K Sell
17,130
-330
-2% -$6.35K 0.03% 211
2022
Q3 		$326K Buy
17,460
+2,630
+18% +$56.9K 0.03% 191
2022
Q2 		$313K Buy
14,830
+12
+0.1% +$276 0.02% 199
2022
Q1 		$369K Buy
14,818
+340
+2% +$8.21K 0.03% 199
2021
Q4 		$381K Buy
14,478
+290
+2% +$7.15K 0.02% 196
2021
Q3 		$324K Sell
14,188
-2,000
-12% -$47.7K 0.02% 202
2021
Q2 		$371K Sell
16,188
-5,542
-26% -$123K 0.03% 195
2021
Q1 		$446K Sell
21,730
-9,500
-30% -$186K 0.03% 179
2020
Q4 		$593K Sell
31,230
-8,160
-21% -$151K 0.05% 146
2020
Q3 		$697K Sell
39,390
-2,950
-7% -$53.1K 0.06% 130
2020
Q2 		$746K Sell
42,340
-22,630
-35% -$393K 0.07% 119
2020
Q1 		$1.06M Buy
64,970
+2,620
+4% +$55.9K 0.12% 93
2019
Q4 		$1.43M Sell
62,350
-140
-0.2% -$3.26K 0.13% 84
2019
Q3 		$1.47M Buy
62,490
+750
+1% +$17.2K 0.15% 78
2019
Q2 		$1.37M Buy
61,740
+2,860
+5% +$63.8K 0.12% 85
2019
Q1 		$1.31M Buy
58,880
+5,728
+11% +$122K 0.12% 84
2018
Q4 		$1.02M Sell
53,152
-17,968
-25% -$367K 0.11% 89
2018
Q3 		$1.48M Buy
71,120
+17,270
+32% +$365K 0.14% 74
2018
Q2 		$1.13M Buy
53,850
+1,954
+4% +$38.7K 0.11% 85
2018
Q1 		$992K Buy
51,896
+17,226
+50% +$332K 0.1% 102
2017
Q4 		$721K Buy
+34,670
New +$721K 0.07% 129

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

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

Cobblestone Capital Advisors increased its Schwab US REIT ETF (SCHH) stake by 1.3% in Q3 2025, buying an estimated $3.63K and bringing the position to 12,810 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #264.

Cobblestone Capital Advisors first reported a position in SCHH in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.48M in Q3 2018. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Cobblestone Capital Advisors held 12,810 shares of Schwab US REIT ETF worth $276K as of Q3 2025.
  • Cobblestone Capital Advisors bought 170 Schwab US REIT ETF shares in Q3 2025, an estimated $3.63K.
  • Schwab US REIT ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #264 holding.
  • Cobblestone Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 32 quarters since.
  • Cobblestone Capital Advisors's Schwab US REIT ETF position peaked at $1.48M in Q3 2018.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.