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Foster Dykema Cabot & Partners’s Schwab US REIT ETF SCHH Stock Holding History

Foster Dykema Cabot & Partners’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
-68
Closed -$1.47K – 412
2025
Q3 		$1.47K Buy
+68
New +$1.45K ﹤0.01% 400

Other funds holding SCHH

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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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foster Dykema Cabot & Partners's SCHH Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 68 shares — an estimated $1.47K sold.

Foster Dykema Cabot & Partners first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $1.47K in Q3 2025. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 68 Schwab US REIT ETF shares in Q4 2025, an estimated $1.47K.
  • Foster Dykema Cabot & Partners first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Schwab US REIT ETF position peaked at $1.47K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.