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

Financial Gravity Companies’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 		$1.35K Buy
+64
New +$1.34K ﹤0.01% 783
2024
Q4 		$1.35K Buy
+64
New +$1.43K ﹤0.01% 794
2018
Q4 		$0 Buy
+12
New +$245 ﹤0.01% 1495

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 $18.1B AUM 15% 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
Ameriprise
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Financial Gravity Companies's SCHH Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab US REIT ETF (SCHH) in Q2 2025: 64 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHH as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHH in Q4 2018 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Financial Gravity Companies held 64 shares of Schwab US REIT ETF worth $1.35K as of Q2 2025.
  • Schwab US REIT ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #783 holding.
  • Financial Gravity Companies first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.