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Founders Financial Alliance’s Schwab US REIT ETF SCHH Stock Holding History

Founders Financial Alliance’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
-22
Closed -$475 – 695
2025
Q3 		$475 Hold
22
– – ﹤0.01% 708
2025
Q2 		$466 Hold
22
– – ﹤0.01% 539
2025
Q1 		$473 Sell
22
-268
-92% -$5.73K ﹤0.01% 611
2024
Q4 		$6.11K Sell
290
-63
-18% -$1.41K ﹤0.01% 509
2024
Q3 		$8.18K Buy
353
+22
+7% +$481 ﹤0.01% 500
2024
Q2 		$6.61K Hold
331
– – ﹤0.01% 496
2024
Q1 		$6.72K Hold
331
– – ﹤0.01% 500
2023
Q4 		$6.86K Sell
331
-63
-16% -$1.17K ﹤0.01% 450
2023
Q3 		$6.99K Hold
394
– – ﹤0.01% 429
2023
Q2 		$7.7K Buy
+394
New +$7.55K ﹤0.01% 455
2023
Q1 		– Sell
-126
Closed -$2.43K – 485
2022
Q4 		$2.43K Hold
126
– – ﹤0.01% 463
2022
Q3 		$2K Sell
126
-549
-81% -$11.9K ﹤0.01% 463
2022
Q2 		$14K Buy
675
+549
+436% +$12.6K 0.01% 418
2022
Q1 		$3K Hold
126
– – ﹤0.01% 425
2021
Q4 		$3K Hold
126
– – ﹤0.01% 465
2021
Q3 		$3K Hold
126
– – ﹤0.01% 438
2021
Q2 		$3K Hold
126
– – ﹤0.01% 459
2021
Q1 		$3K Buy
+126
New +$2.46K ﹤0.01% 441
2020
Q4 		– Sell
-126
Closed -$2K – 1088
2020
Q3 		$2K Buy
+126
New +$2.27K ﹤0.01% 1223

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
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

Founders Financial Alliance's SCHH Position: Q4 2025 in Review

Founders Financial Alliance sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 22 shares — an estimated $475 sold.

Founders Financial Alliance first reported a position in SCHH in Q3 2020 and held it in 19 quarters. The position peaked at $14K in Q2 2022. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Founders Financial Alliance reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 22 Schwab US REIT ETF shares in Q4 2025, an estimated $475.
  • Founders Financial Alliance first reported a position in Schwab US REIT ETF in Q3 2020 and held it in 19 quarters.
  • Founders Financial Alliance's Schwab US REIT ETF position peaked at $14K in Q2 2022.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.