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

Fortress 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
2025
Q3 		$245K Buy
11,372
+289
+3% +$6.16K 0.11% 72
2025
Q2 		$235K Sell
11,083
-95
-0.8% -$1.99K 0.11% 71
2025
Q1 		$240K Buy
11,178
+86
+0.8% +$1.84K 0.12% 64
2024
Q4 		$234K Buy
11,092
+205
+2% +$4.58K 0.11% 65
2024
Q3 		$252K Sell
10,887
-411
-4% -$8.99K 0.13% 62
2024
Q2 		$226K Sell
11,298
-227
-2% -$4.43K 0.12% 66
2024
Q1 		$234K Sell
11,525
-9,314
-45% -$187K 0.12% 64
2023
Q4 		$432K Sell
20,839
-754
-3% -$14K 0.24% 50
2023
Q3 		$383K Sell
21,593
-434
-2% -$8.35K 0.25% 49
2023
Q2 		$430K Sell
22,027
-2,350
-10% -$45.1K 0.28% 46
2023
Q1 		$475K Sell
24,377
-15,201
-38% -$304K 0.33% 44
2022
Q4 		$763K Sell
39,578
-6,720
-15% -$129K 0.63% 37
2022
Q3 		$865K Sell
46,298
-16,843
-27% -$364K 0.88% 31
2022
Q2 		$1.33M Sell
63,141
-76,383
-55% -$1.76M 1.25% 28
2022
Q1 		$3.47M Buy
139,524
+3,310
+2% +$79.9K 2.66% 13
2021
Q4 		$3.59M Buy
+136,214
New +$3.36M 2.7% 11

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 19.34% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Fortress Wealth Management's SCHH Position: Q3 2025 in Review

Fortress Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 2.6% in Q3 2025, buying an estimated $6.16K and bringing the position to 11,372 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #72.

Fortress Wealth Management first reported a position in SCHH in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.59M in Q4 2021. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Fortress Wealth Management held 11,372 shares of Schwab US REIT ETF worth $245K as of Q3 2025.
  • Fortress Wealth Management bought 289 Schwab US REIT ETF shares in Q3 2025, an estimated $6.16K.
  • Schwab US REIT ETF made up 0.11% of Fortress Wealth Management's portfolio in Q3 2025, its #72 holding.
  • Fortress Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 16 quarters since.
  • Fortress Wealth Management's Schwab US REIT ETF position peaked at $3.59M in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.