Foundations Investment Advisors
SCHH icon

Foundations Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Foundations Investment 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
Q4 		– Sell
-14,717
Closed -$317K – 1178
2025
Q3 		$317K Buy
+14,717
New +$314K ﹤0.01% 826

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Two Sigma Investments
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Envestnet Portfolio Solutions
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DI
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Northwestern Mutual Wealth Management
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Cerity Partners
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foundations Investment Advisors's SCHH Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 14,717 shares — an estimated $317K sold.

Foundations Investment Advisors first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $317K in Q3 2025. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 14,717 Schwab US REIT ETF shares in Q4 2025, an estimated $317K.
  • Foundations Investment Advisors first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Schwab US REIT ETF position peaked at $317K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.