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

Forza 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 Q4	–	Sell	-35,633	Closed	-$769K	–	188
2025 Q3	$769K	Sell	35,633 -923	-3%	-$19.7K	0.29%	81
2025 Q2	$774K	Hold	36,556	–	–	0.32%	81
2025 Q1	$786K	Hold	36,556	–	–	0.35%	73
2024 Q4	$770K	Hold	36,556	–	–	0.35%	72
2024 Q3	$847K	Sell	36,556 -1	-0%	-$22	0.39%	70
2024 Q2	$730K	Hold	36,557	–	–	0.38%	72
2024 Q1	$742K	Hold	36,557	–	–	0.39%	69
2023 Q4	$757K	Sell	36,557 -4,442	-11%	-$82.6K	0.42%	64
2023 Q3	$728K	Hold	40,999	–	–	0.38%	83
2023 Q2	$801K	Hold	40,999	–	–	0.4%	80
2023 Q1	$799K	Buy	40,999 +4,442	+12%	+$89K	0.41%	79
2022 Q4	$705K	Buy	+36,557	New	+$704K	0.47%	60

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

DUMAC Inc Durham, North Carolina $1.1B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forza Wealth Management's SCHH Position: Q4 2025 in Review

Forza Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 35,633 shares — an estimated $769K sold.

Forza Wealth Management first reported a position in SCHH in Q4 2022 and held it in 12 quarters. The position peaked at $847K in Q3 2024. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

Forza Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
Forza Wealth Management sold 35,633 Schwab US REIT ETF shares in Q4 2025, an estimated $769K.
Forza Wealth Management first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 12 quarters.
Forza Wealth Management's Schwab US REIT ETF position peaked at $847K in Q3 2024.
556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Forza Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.