EE
SCHH icon

EWG Elevate’s Schwab US REIT ETF SCHH Stock Holding History

EWG Elevate’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 		$602K Buy
27,894
+1,700
+6% +$36.3K 0.19% 76
2025
Q2 		$554K Sell
26,194
-882
-3% -$18.5K 0.17% 89
2025
Q1 		$582K Sell
27,076
-1,045
-4% -$22.3K 0.22% 70
2024
Q4 		$592K Buy
28,121
+279
+1% +$6.24K 0.18% 92
2024
Q3 		$645K Sell
27,842
-2,166
-7% -$47.4K 0.26% 61
2024
Q2 		$599K Buy
30,008
+2,701
+10% +$52.7K 0.22% 84
2024
Q1 		$554K Buy
27,307
+2,288
+9% +$45.9K 0.21% 81
2023
Q4 		$518K Buy
25,019
+1,336
+6% +$24.8K 0.22% 66
2023
Q3 		$420K Buy
23,683
+4,436
+23% +$85.4K 0.19% 63
2023
Q2 		$376K Buy
19,247
+5,566
+41% +$107K 0.16% 71
2023
Q1 		$267K Hold
13,681
– – 0.11% 75
2022
Q4 		$264K Buy
13,681
+622
+5% +$12K 0.13% 64
2022
Q3 		$244K Hold
13,059
– – 0.14% 64
2022
Q2 		$275K Hold
13,059
– – 0.13% 65
2022
Q1 		$325K Buy
+13,059
New +$315K 0.13% 65
2020
Q1 		– Sell
-120,596
Closed -$2.77M – 80
2019
Q4 		$2.77M Buy
+120,596
New +$2.81M 1.5% 21

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

EWG Elevate's SCHH Position: Q3 2025 in Review

EWG Elevate increased its Schwab US REIT ETF (SCHH) stake by 6.5% in Q3 2025, buying an estimated $36.3K and bringing the position to 27,894 shares worth $602K. The position accounts for 0.19% of the portfolio, ranked #76.

EWG Elevate first reported a position in SCHH in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.77M in Q4 2019. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • EWG Elevate held 27,894 shares of Schwab US REIT ETF worth $602K as of Q3 2025.
  • EWG Elevate bought 1,700 Schwab US REIT ETF shares in Q3 2025, an estimated $36.3K.
  • Schwab US REIT ETF made up 0.19% of EWG Elevate's portfolio in Q3 2025, its #76 holding.
  • EWG Elevate first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 16 quarters since.
  • EWG Elevate's Schwab US REIT ETF position peaked at $2.77M in Q4 2019.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.