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Financial Gravity Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Financial Gravity Asset 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
Q1 		$1.38K Buy
+64
New +$1.37K ﹤0.01% 852
2024
Q2 		– Hold
0
– – – 443
2019
Q2 		– Sell
-60
Closed -$1K – 1601
2019
Q1 		$1K Buy
+60
New +$1.27K ﹤0.01% 1175

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

Financial Gravity Asset Management's SCHH Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Schwab US REIT ETF (SCHH) in Q1 2025: 64 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SCHH as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in SCHH in Q1 2019 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Financial Gravity Asset Management held 64 shares of Schwab US REIT ETF worth $1.38K as of Q1 2025.
  • Schwab US REIT ETF was a new Financial Gravity Asset Management position in Q1 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #852 holding.
  • Financial Gravity Asset Management first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.