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

Dogwood 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
Q4 		– Sell
-51
Closed -$1.1K – 814
2025
Q3 		$1.1K Hold
51
– – ﹤0.01% 596
2025
Q2 		$1.08K Buy
+51
New +$1.07K ﹤0.01% 609
2024
Q3 		– Sell
-135
Closed -$2.7K – 612
2024
Q2 		$2.7K Buy
+135
New +$2.63K ﹤0.01% 211

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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 19.28% 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

Dogwood Wealth Management's SCHH Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 51 shares — an estimated $1.1K sold.

Dogwood Wealth Management first reported a position in SCHH in Q2 2024 and held it in 3 quarters. The position peaked at $2.7K in Q2 2024. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 51 Schwab US REIT ETF shares in Q4 2025, an estimated $1.1K.
  • Dogwood Wealth Management first reported a position in Schwab US REIT ETF in Q2 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's Schwab US REIT ETF position peaked at $2.7K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.