Element Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Element Wealth’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 Q1	–	Sell	-62	Closed	-$1.31K	–	259
2024 Q4	$1.31K	Hold	62	–	–	﹤0.01%	284
2024 Q3	$1.44K	Hold	62	–	–	﹤0.01%	277
2024 Q2	$1.24K	Hold	62	–	–	﹤0.01%	285
2024 Q1	$1.26K	Hold	62	–	–	﹤0.01%	265
2023 Q4	$1.28K	Hold	62	–	–	﹤0.01%	254
2023 Q3	$1.1K	Buy	+62	New	+$1.19K	﹤0.01%	245
2022 Q2	–	Sell	-1,094	Closed	-$27K	–	203
2022 Q1	$27K	Hold	1,094	–	–	0.02%	170
2021 Q4	$29K	Hold	1,094	–	–	0.02%	152
2021 Q3	$25K	Hold	1,094	–	–	0.02%	144
2021 Q2	$25K	Hold	1,094	–	–	0.02%	135
2021 Q1	$22K	Buy	+1,094	New	+$21.4K	0.02%	136
2020 Q3	–	Sell	-82	Closed	-$1K	–	136
2020 Q2	$1K	Hold	82	–	–	﹤0.01%	127
2020 Q1	$1K	Buy	+82	New	+$1.75K	﹤0.01%	117

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Element Wealth's SCHH Position: Q1 2025 in Review

Element Wealth sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 62 shares — an estimated $1.31K sold.

Element Wealth first reported a position in SCHH in Q1 2020 and held it in 13 quarters. The position peaked at $29K in Q4 2021. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

Element Wealth reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 62 Schwab US REIT ETF shares in Q1 2025, an estimated $1.31K.
Element Wealth first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 13 quarters.
Element Wealth's Schwab US REIT ETF position peaked at $29K in Q4 2021.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.