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Foster Victor Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Foster Victor Wealth 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
-10,726
Closed -$213K – 211
2025
Q1 		$213K Sell
10,726
-2,256
-17% -$48.2K 0.02% 183
2024
Q4 		$274K Sell
12,982
-463
-3% -$10.3K 0.02% 164
2024
Q3 		$302K Sell
13,445
-1,800
-12% -$39.4K 0.02% 157
2024
Q2 		$322K Buy
15,245
+464
+3% +$9.05K 0.03% 151
2024
Q1 		$287K Sell
14,781
-321
-2% -$6.43K 0.03% 146
2023
Q4 		$312K Sell
15,102
-338
-2% -$6.28K 0.03% 129
2023
Q3 		$269K Buy
15,440
+624
+4% +$12K 0.03% 128
2023
Q2 		$293K Buy
14,816
+703
+5% +$13.5K 0.03% 127
2023
Q1 		$273K Sell
14,113
-4,927
-26% -$98.7K 0.03% 132
2022
Q4 		$375K Buy
19,040
+5,118
+37% +$98.5K 0.05% 111
2022
Q3 		$256K Buy
13,922
+585
+4% +$12.7K 0.04% 124
2022
Q2 		$285K Sell
13,337
-174
-1% -$4K 0.04% 116
2022
Q1 		$345K Sell
13,511
-241
-2% -$5.82K 0.05% 106
2021
Q4 		$346K Sell
13,752
-2,110
-13% -$52K 0.05% 112
2021
Q3 		$362K Sell
15,862
-698
-4% -$16.6K 0.06% 108
2021
Q2 		$379K Sell
16,560
-792
-5% -$17.6K 0.06% 109
2021
Q1 		$369K Buy
17,352
+524
+3% +$10.2K 0.07% 106
2020
Q4 		$319K Buy
16,828
+706
+4% +$13.1K 0.07% 111
2020
Q3 		$285K Buy
16,122
+1,156
+8% +$20.8K 0.08% 110
2020
Q2 		$264K Buy
14,966
+1,040
+7% +$18.1K 0.09% 101
2020
Q1 		$229K Sell
13,926
-188
-1% -$4.01K 0.1% 86
2019
Q4 		$320K Buy
14,114
+1,000
+8% +$23.3K 0.14% 83
2019
Q3 		$309K Sell
13,114
-262
-2% -$6.01K 0.17% 70
2019
Q2 		$306K Sell
13,376
-1,826
-12% -$40.7K 0.22% 69
2019
Q1 		$338K Buy
15,202
+762
+5% +$16.2K 0.26% 65
2018
Q4 		$278K Buy
+14,440
New +$295K 0.26% 64

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

Foster Victor Wealth Advisors's SCHH Position: Q2 2025 in Review

Foster Victor Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 10,726 shares — an estimated $213K sold.

Foster Victor Wealth Advisors first reported a position in SCHH in Q4 2018 and held it in 26 quarters. The position peaked at $379K in Q2 2021. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Foster Victor Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 10,726 Schwab US REIT ETF shares in Q2 2025, an estimated $213K.
  • Foster Victor Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 26 quarters.
  • Foster Victor Wealth Advisors's Schwab US REIT ETF position peaked at $379K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.