FWM
SCHH icon

Fonville Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Fonville Wealth 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
2026
Q1 		$423K Buy
19,688
+686
+4% +$15K 0.08% 94
2025
Q4 		$397K Sell
19,002
-121
-0.6% -$2.57K 0.08% 96
2025
Q3 		$412K Sell
19,123
-6
-0% -$128 0.09% 96
2025
Q2 		$405K Buy
19,129
+12
+0.1% +$251 0.1% 89
2025
Q1 		$398K Sell
19,117
-652
-3% -$13.9K 0.12% 83
2024
Q4 		$416K Sell
19,769
-708
-3% -$15.8K 0.14% 75
2024
Q3 		$474K Buy
20,477
+232
+1% +$5.08K 0.16% 67
2024
Q2 		$408K Sell
20,245
-363
-2% -$7.08K 0.16% 70
2024
Q1 		$418K Buy
20,608
+1,911
+10% +$38.3K 0.19% 69
2023
Q4 		$387K Buy
+18,697
New +$347K 0.21% 65

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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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return