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Congress Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Congress Wealth Management’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 		$3.21M Buy
151,668
+1,728
+1% +$36.2K 0.03% 476
2025
Q1 		$3.23M Sell
149,940
-4,187
-3% -$89.5K 0.04% 397
2024
Q4 		$3.25M Buy
154,127
+144
+0.1% +$3.22K 0.04% 343
2024
Q3 		$3.57M Sell
153,983
-388
-0.3% -$8.49K 0.05% 339
2024
Q2 		$3.08M Buy
154,371
+4,561
+3% +$88.9K 0.05% 299
2024
Q1 		$3.04M Buy
149,810
+5,185
+4% +$104K 0.05% 275
2023
Q4 		$3M Sell
144,625
-26,901
-16% -$500K 0.06% 273
2023
Q3 		$3.04M Buy
171,526
+26,124
+18% +$503K 0.06% 264
2023
Q2 		$2.84M Sell
145,402
-878
-0.6% -$16.8K 0.07% 237
2023
Q1 		$2.85M Buy
146,280
+6,149
+4% +$123K 0.07% 239
2022
Q4 		$2.7M Buy
140,131
+2,116
+2% +$40.7K 0.07% 234
2022
Q3 		$2.58M Sell
138,015
-1,122
-0.8% -$24.3K 0.07% 249
2022
Q2 		$2.93M Buy
139,137
+3,824
+3% +$88K 0.07% 241
2022
Q1 		$3.37M Sell
135,313
-20,731
-13% -$500K 0.07% 253
2021
Q4 		$4.11M Buy
+156,044
New +$3.85M 0.08% 244

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Congress Wealth Management's SCHH Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 1.2% in Q2 2025, buying an estimated $36.2K and bringing the position to 151,668 shares worth $3.21M. The position accounts for 0.03% of the portfolio, ranked #476.

Congress Wealth Management first reported a position in SCHH in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.11M in Q4 2021. 518 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Congress Wealth Management held 151,668 shares of Schwab US REIT ETF worth $3.21M as of Q2 2025.
  • Congress Wealth Management bought 1,728 Schwab US REIT ETF shares in Q2 2025, an estimated $36.2K.
  • Schwab US REIT ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #476 holding.
  • Congress Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Schwab US REIT ETF position peaked at $4.11M in Q4 2021.
  • 518 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.