First Horizon Advisors’s Schwab US REIT ETF SCHH Stock Holding History

First Horizon Advisors’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	-141	Closed	-$3.03K	–	2476
2025 Q1	$3.03K	Buy	+141	New	+$3.01K	﹤0.01%	1905
2023 Q4	–	Sell	-322	Closed	-$5.72K	–	2442
2023 Q3	$5.72K	Buy	+322	New	+$6.2K	﹤0.01%	1711
2023 Q2	–	Sell	-784	Closed	-$15.3K	–	2518
2023 Q1	$15.3K	Sell	784 -141	-15%	-$2.82K	﹤0.01%	1367
2022 Q4	$17.9K	Buy	925 +6	+0.7%	+$115	﹤0.01%	1294
2022 Q3	$17K	Buy	919 +6	+0.7%	+$130	﹤0.01%	1303
2022 Q2	$19K	Buy	+913	New	+$21K	﹤0.01%	1316
2022 Q1	–	Sell	-906	Closed	-$23K	–	2205
2021 Q4	$23K	Buy	906 +760	+521%	+$18.7K	﹤0.01%	1226
2021 Q3	$3K	Hold	146	–	–	﹤0.01%	1898
2021 Q2	$3K	Hold	146	–	–	﹤0.01%	1688
2021 Q1	$2K	Buy	+146	New	+$2.86K	﹤0.01%	1694
2020 Q4	–	Sell	-32	Closed	–	–	1559
2020 Q3	$0	Buy	+32	New	+$576	﹤0.01%	1520
2019 Q2	–	Sell	-30,466	Closed	-$680K	–	1629
2019 Q1	$675K	Sell	30,466 -524	-2%	-$11.1K	0.05%	195
2018 Q4	$596K	Sell	30,990 -23,454	-43%	-$479K	0.05%	209
2018 Q3	$1.14M	Sell	54,444 -7,702	-12%	-$163K	0.09%	180
2018 Q2	$1.3M	Buy	+62,146	New	+$1.23M	0.11%	161
2015 Q4	–	Sell	-5,374	Closed	-$99K	–	1363
2015 Q3	$99K	Buy	+5,374	New	+$101K	0.02%	397
2015 Q1	–	Sell	-300	Closed	-$5K	–	1555
2014 Q4	$5K	Buy	+300	New	+$5.62K	﹤0.01%	1241

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

First Horizon Advisors's SCHH Position: Q2 2025 in Review

First Horizon Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 141 shares — an estimated $3.03K sold.

First Horizon Advisors first reported a position in SCHH in Q4 2014 and held it in 17 quarters. The position peaked at $1.3M in Q2 2018. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

First Horizon Advisors reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 141 Schwab US REIT ETF shares in Q2 2025, an estimated $3.03K.
First Horizon Advisors first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 17 quarters.
First Horizon Advisors's Schwab US REIT ETF position peaked at $1.3M in Q2 2018.
517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.