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

FSA 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 Q3	$2.48K	Hold	115	–	–	﹤0.01%	485
2025 Q2	$2.43K	Buy	115 +1	+0.9%	+$21	﹤0.01%	457
2025 Q1	$2.46K	Hold	114	–	–	﹤0.01%	426
2024 Q4	$2.4K	Buy	114 +1	+0.9%	+$22	﹤0.01%	470
2024 Q3	$2.63K	Buy	+113	New	+$2.47K	﹤0.01%	467
2024 Q1	$8.1K	Sell	399 -314	-44%	-$6.29K	﹤0.01%	362
2023 Q4	$15K	Buy	+713	New	+$13.3K	0.01%	276

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

FSA Wealth Management's SCHH Position: Q3 2025 in Review

FSA Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q3 2025 at 115 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

FSA Wealth Management first reported a position in SCHH in Q4 2023 and has held it in 7 quarters since. The position peaked at $15K in Q4 2023. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

FSA Wealth Management held 115 shares of Schwab US REIT ETF worth $2.48K as of Q3 2025.
FSA Wealth Management left its Schwab US REIT ETF share count unchanged in Q3 2025.
Schwab US REIT ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #485 holding.
FSA Wealth Management first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Schwab US REIT ETF position peaked at $15K in Q4 2023.
539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.