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Financial Counselors Inc’s Schwab US REIT ETF SCHH Stock Holding History

Financial Counselors Inc’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 		– Sell
-130,837
Closed -$2.81M – 425
2025
Q1 		$2.81M Sell
130,837
-1,042
-0.8% -$22.3K 0.04% 241
2024
Q4 		$2.78M Sell
131,879
-11,958
-8% -$267K 0.04% 244
2024
Q3 		$3.33M Hold
143,837
– – 0.05% 234
2024
Q2 		$2.87M Sell
143,837
-860
-0.6% -$16.8K 0.05% 234
2024
Q1 		$2.94M Hold
144,697
– – 0.05% 228
2023
Q4 		$3M Hold
144,697
– – 0.05% 229
2023
Q3 		$2.57M Hold
144,697
– – 0.05% 235
2023
Q2 		$2.83M Hold
144,697
– – 0.06% 220
2023
Q1 		$2.82M Buy
144,697
+707
+0.5% +$14.2K 0.06% 220
2022
Q4 		$2.78M Hold
143,990
– – 0.06% 222
2022
Q3 		$2.69M Sell
143,990
-478
-0.3% -$10.3K 0.07% 210
2022
Q2 		$3.05M Buy
144,468
+56
+0% +$1.29K 0.07% 201
2022
Q1 		$3.59M Hold
144,412
– – 0.07% 205
2021
Q4 		$3.81M Sell
144,412
-5,738
-4% -$141K 0.08% 208
2021
Q3 		$3.43M Hold
150,150
– – 0.07% 215
2021
Q2 		$3.44M Hold
150,150
– – 0.07% 213
2021
Q1 		$3.08M Sell
150,150
-80,148
-35% -$1.57M 0.07% 218
2020
Q4 		$4.37M Buy
+230,298
New +$4.26M 0.11% 178

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

Financial Counselors Inc's SCHH Position: Q2 2025 in Review

Financial Counselors Inc sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 130,837 shares — an estimated $2.81M sold.

Financial Counselors Inc first reported a position in SCHH in Q4 2020 and held it in 18 quarters. The position peaked at $4.37M in Q4 2020. 518 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Financial Counselors Inc reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 130,837 Schwab US REIT ETF shares in Q2 2025, an estimated $2.81M.
  • Financial Counselors Inc first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 18 quarters.
  • Financial Counselors Inc's Schwab US REIT ETF position peaked at $4.37M in Q4 2020.
  • 518 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.